Forms
Configure automatic form delivery
Choose whether active service-linked forms are delivered automatically by email, SMS, or both.
Follow the guide
Step by step
- 1
Open Forms, then Automation. The status at the top shows whether your changes are saved.
- 2
Turn on Email delivery when active forms should be sent automatically after a linked service is booked.
- 3
Turn on SMS delivery only when short-message delivery is available for the workspace. The page explains when the channel is unavailable.
- 4
Select Save changes. Use Reset before saving if you want to restore the last saved channel choices.
- 5
Open Forms > Templates and check each form that should send automatically. A workspace channel and the form template’s own automatic-delivery setting must both be enabled.
- 6
Link the form to the relevant services. Schedmo creates a customer-specific request after a matching booking is confirmed.
- 7
SMS delivery requires an active Schedmo subscription and valid billing details. Email can remain enabled when SMS is unavailable.
- 8
Use Forms > Responses or the appointment Forms tab to confirm delivery, resend manually, copy the secure link, or show a QR code.