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Forms and Charts: Building Forms and Charts
Forms and Charts: Building Forms and Charts

Steps on how to create forms and charts.

Training BLVD avatar
Written by Training BLVD
Updated over a week ago


Boulevard offers a custom form and chart builder. These can be completed by either the client or your staff to capture client information and document your client’s service history. The goal of our forms and charts is to capture all your client information in one place for easy access, allowing you to focus on delivering the best client experience possible.

Table of Contents

Forms vs. Charts

Forms are sent out to clients for them to complete before or during their appointment. You can configure how and when you want forms to be sent to clients.

Examples of forms:

  • New client intake forms

  • Consent forms for particular services

  • Cancellation policy agreements

  • COVID-19 policy agreements

Charts are attached to the appointment to be completed by staff. They are not visible to clients. Charts serve as internal documentation for client services.

Examples of charts:

  • SOAP notes

  • Treatment records

  • Service notes

NOTE: After they are filled out and submitted, both Forms and Charts are stored on the “Forms” tab of the Client Profile.

Creating a form or chart

In order to access the form and chart builder, you must have the “Create and Modify Form Template” privilege.

Adding a new form or chart:

  1. Navigate to the Forms and Charts section of your Manage Business settings.

  2. Select Create New.

  3. Select either a Form or Chart to take you to the appropriate builder.


When creating a new form or chart, you will have the option to create a custom template or use one of the premade templates.

If you choose a premade template, simply select the template that you want and it will appear in your form builder. You have the ability to customize your form or chart from there or you can publish.

The form premade templates include:

  • New Client Intake

  • Photo Consent

The chart premade templates include:

  • SOAP Notes

  • Basic treatment record

  • Advanced treatment record

Building a Form or Chart

On the right side of the builder is a list of components that can be added to the form or chart. To add a component:

  1. Drag the desired component into the builder area.

  2. Move and resize the component as needed by dragging the bottom right corner.

  3. Customize the component in the right-hand properties section to your liking. If the component is interactive, you can also mark it as required.

  4. Continue dragging components and building. Existing components can also be duplicated and deleted.

Builder Components

  • Logo: Display the business logo from your Business Details settings, or upload a new one.

  • Image: Display an image in the form.

  • Photo upload: Allows you to upload photos into your form or chart, either by choosing photos on your device or capturing them directly in Boulevard.

  • Paragraph: Insert text (with customizable formatting like font sizes, colors, and more). This component works well for titles, headers, or paragraphs of text that you want people to read as they complete the form.

  • Text Input: A prompt or question that has space for a written response from the respondent. The desired response length can be adjusted.

  • Checkbox: Respondents can select one or more items from a list.

  • Multiple choice: Respondents can select a single item from a list.

  • Dropdown: Respondents can select one or more items from a dropdown list.

  • Date: Respondents can enter any valid date.

  • Signature: Respondents can type or draw their signature.

  • Divider: Allows you to add sections to your form or chart.


Access form or chart settings by selecting the Settings tab on the right-hand side of the builder.

  1. Form Name: Name the form or chart to easily identify it.

  2. Locations: Select which locations will use this form or chart. By default, all locations are selected.

3. Services: Select which service bookings trigger this form or chart. By default, all

services are selected.

4. Sending options:

a. First Appointment Only: The form or chart is triggered the first time a client

books the selected service(s) at your business. Once the form is complete, the

form will be saved in the client profile and the client will not receive the form


b. Every Appointment: Triggers the form or chart for every appointment that

involves the selected services.

5. How and when your clients receive forms: (charts do not have this setting

because they are not sent to clients.)

a. With booking confirmation email: Upon booking, clients are sent a confirmation

email that directs them to fill out their forms prior to the appointment.

b. With reminder email: Clients automatically receive an email reminder to remind

them of their upcoming appointment. If clients did not complete their forms

when they received the booking confirmation email, the reminder email will

include an option to complete forms.

c. With same-day reminder email: Clients automatically receive an email on the

day of their appointment to remind them of the upcoming appointment. This

option adds a reminder for them to fill out their forms to that email.

d. At check-in with Duo app: On the day of their appointment, clients are directed

to complete forms when checking in at your front desk via the Duo app.

If you select all three options, clients receive all three reminders to fill out their forms. If you just select At check-in with Duo App they do not receive the forms before they arrive at your business for their appointment.

You also have the option to manually send form reminder emails from the edit appointment window at any time.

6. Sign off: You can have your Medical Director sign off on your forms and charts. To

enable, select require sign-off. When sign-off is enabled, the chart will require

review before it can be marked as complete.


Use the preview to view the experience respondents have when filling out your forms and charts. Select Mobile or Desktop in the Preview tab to see what your form or chart looks like and functions on those devices.

Saving, Publishing, and Archiving forms

Forms and charts have 3 states that describe their current status. You can view the current status in the Forms and Charts tab of the Manage Business settings.

  1. Draft: The form or chart is saved, but not yet live. When you’re not quite ready to have your form or chart triggered by bookings, you can save it as a draft. You can come back and edit at any time.

  2. Published: The form or chart is live. If it’s a form, it is triggered to send to clients according to your send settings. If it’s a chart, it is added to future applicable appointments for staff to complete. After publishing, you can not go back into a draft state.

  3. Disabled: The form or chart no longer has relevant information or should be taken out of circulation. This removes it from being triggered at bookings for your clients or staff to complete. You can always republish if needed.

Viewing your existing form or chart templates

View all forms and chart templates on the Forms and Charts tab of your Manage Business Settings. From there, you can see all active forms (both draft and published). You can also filter to include archived forms. By default, your templates are listed with the most recently added or updated at the top. From this page, you are able to:

  • Create new forms and charts

  • Edit existing forms and charts

  • Publish and archive forms and charts

  • Duplicate a template

  • Print a blank template (to be filled out on paper)

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