Your intake, registration and other customer forms can now adapt to each customer's answers.
- Conditional questions: show a question, or make it required, only when an earlier answer matches what you choose, for example is, is not, is empty, is filled in, greater than or less than. Hidden questions are never required and are left out of the saved answers.
- Add a family member: a new question type collects a dependent's name, birthday, notes and photo, and adds that person to the customer's account when the form is submitted.
- Info boxes and paragraphs: add instructions or notes between questions, with an optional emoji. They never ask for an answer.
- Safer editing: you cannot delete a question, change its type or remove a dropdown choice that another question's condition still depends on.
- Customers on an older version of the app are asked to update it before completing a form that uses these new options. A required form that uses them can no longer be skipped by the customer.
- Our privacy policy has been rewritten in English and Chinese, with clearer sections on dependents, form answers, AI features, connected services, retention and your rights.
