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Forms, embeds & QR codes

Put the clinic's forms on your website, in print and on the front desk.

Where to find itMenuLead ImportEmbed Forms
AdministratorsStaff

The same forms can be reached three ways: embedded in your own website as an iframe, opened directly by link, or scanned from a printed QR code in the clinic. Whichever route a patient takes, the submission lands in the platform as a lead attached to a patient record.

What you can do here

  • Embed the contact form and the booking form in your website
  • Auto-resize the embedded form so it never scrolls internally
  • Share direct links to individual forms
  • Print permanent QR codes for intake and booking
  • Download QR codes as SVG for high-quality printing
  • See every submission as a lead

Embedding a form in your website

  1. 1

    Open Lead Import › Embed Forms

    The embed addresses for the contact and booking forms are listed there.

  2. 2

    Copy the snippet

    It is an iframe plus a short script.

  3. 3

    Paste it into your page

    Where the form should appear. The script listens for the form's height and resizes the iframe, so the form never gets its own scrollbar.

  4. 4

    Choose the language

    Snippets are available for French and English versions of the forms.

Note

Embedded pages are restricted to approved website domains. Ask your administrator to add a domain before embedding the form on a new site.

Which form to use where

FormUse it for
Contact formGeneral enquiries. Produces a lead with the enquiry and the contact details.
Booking formPatients who already know what they want. Produces a booking in the agenda.
Intake questionnaireAfter an appointment is agreed, to collect history and insurance.

QR codes

The QR codes page holds permanent codes for patient intake and appointment booking, designed to be printed.

  1. 1

    Open the QR codes page

    Each code is shown with its title, description and address.

  2. 2

    Print the page

    One button prints all the codes, laid out for printing.

  3. 3

    Or download individual codes as SVG

    SVG scales without pixellation, so use it for posters, cards and window displays.

  • The codes are permanent and continue to work
  • Put the intake code on reception cards and appointment letters
  • Put the booking code in the window and in printed advertising

Tracking what comes in

  • Embedded form submissions are listed under Lead Import › Embed Forms with totals for contact and booking forms
  • Converted leads are counted separately, so you can see whether the form is producing patients rather than noise
  • Filter by location where the clinic operates from more than one site
  • Form submitted is a workflow trigger, so notification and deal creation can be automatic

Tip

Check the converted count monthly. A form producing many leads and few conversions usually needs fewer fields, not more marketing.

Related pages

Last updated September 2025. Screens may differ slightly depending on your plan and role.