Overview
Use Boulevard’s Forms and Charts to capture key information before, during, and after each appointment—so your team can deliver consistent client experiences.
Boulevard’s custom builder helps you create reusable templates to collect client details and document services internally. Completed forms and charts are then securely saved to the client profile for future reference.
Use forms for client-provided information like intake details, medical history, and waivers. Forms can be sent to clients before an appointment or completed by staff during the visit.
Use charts for internal, staff-only documentation like SOAP notes, treatment records, and service notes. Charts can apply to every appointment or only when specific services are booked, and they aren’t visible to clients.
NOTE: For PCI compliance, you cannot collect credit card information using forms.
In this article, you’ll learn how to create a template, add fields, adjust settings, and publish it for use.
Table of Contents
Creating New Forms and Charts
Note: To create or edit templates, users must have the Modify form & chart template permission enabled.
In Dashboard, go to Manage Business, and select Forms and Charts.
From here, you can manage forms and charts and complete the following actions:Create new
Edit and/or duplicate
Disable and unpublish
Print a copy for clients to complete in-person
Click Create New
Select whether to create a form or chart to open the appropriate builder
Customizable Templates
When creating a new form or chart, you can start from scratch or use a customizable template. Boulevard offers the following template options:
Form templates: New Client Intake, Photo Consent
Chart templates: SOAP Notes, Basic Treatment Record, Advanced Treatment Record
Hover your mouse over a template to preview it. Select a template to open it in the builder, where you can edit and customize it before publishing.
Building Forms and Charts
From the Build panel on the right side of the builder, use the list of builder components to create your form or chart:
Drag a component onto the canvas to add it.
Select the component on the canvas to work with it. Once selected, you can:
Drag the component to move and reposition it on the canvas
Click and drag the bottom-right corner to resize the component
Use the Properties panel on the right size of the builder to configure component details:
Update the label, placeholder entry, and allow long responses
Add or edit choice options for fields like Checkbox, Multiple Choice, or Dropdown
Require completion for response-collecting fields like Text Input, Checkbox, Multiple Choice, Dropdown, Date, or Signature
Repeat these steps until your form or chart includes all the fields you need and is organized in a clear, easy-to-complete layout.
As you build, use the Preview panel to see how the form or chart will appear to clients on Desktop and Mobile.
Builder Components
Boulevard's Form and Chart builder provides the following components for building and customizing:
Boulevard's Form and Chart builder provides the following components for building and customizing:
Logo: Display your business logo from Business Details settings, or upload a new one.
Image: Display an image in the form.
Photo upload: Upload photos into your form or chart by choosing photos on a device or capturing them directly in Boulevard.
Paragraph: Insert text with customizable formatting, including titles, headers, instructions, or longer text clients or staff should read.
Text Input: Add a prompt or question with space for a written response. You can adjust the expected length to permit long responses.
Checkbox: Allow respondents to select one or more items from a list.
Multiple Choice: Allow respondents to select a single item from a list.
Dropdown: Allow respondents to select from a dropdown list.
Date: Allow respondents to enter a valid date.
Signature: Allow respondents to type or draw their signature.
Divider: Add sections to organize your form or chart.
Note: Customers with the Aesthetic Bundles are able to mark up any images or photos uploaded to a form or chart.
Settings
Once you're done building your form or chart, select the Settings panel on the right side of the builder.
Review and configure each of the following Settings to finalize your form or chart:
Form Name: Enter a name for your form or chart. We recommend using names that describe the purpose or the specific service or workflow—like “New Client Intake” or “Laser Treatment Notes”.
Locations: Select which locations can use this form or chart. By default, all locations are enabled.
If you restrict locations, staff can only add this form or chart to appointments at the selected locations.
To automatically enable this template for locations created in the future, select Enable at all future locations (if available)
Services: Select which booked services should trigger this form or chart. By default, all services are selected so the form or chart can apply to any appointment.
Sending Forms / Adding Charts: Select how often forms and charts apply to bookings that include the selected services.
One Time Only: Applies to the client’s first appointment booked with any of the selected services.
[Forms only] If multiple services are selected, clients only receive the form once—the first time they book any eligible service.
Every Appointment: Applies to every appointment booked with the selected services.
Because Forms are sent to clients, you'll see two additional settings when building: delivery methods and expiration.
Delivery methods allow you to select when clients are prompted to complete forms. You can select one or multiple delivery methods:
With booking confirmation email: Includes a link to complete the form before the appointment.
With reminder email: Includes a link prompting clients to complete any incomplete forms before the appointment.
With same-day reminder email: Includes a link prompting clients to complete any incomplete forms on the day of the appointment.
At check-in with Duo app: Prompts clients to complete forms at check-in using the Duo app. Note: If this is the only method selected, clients won’t receive any forms before their appointment.
Expiration prompts clients to resubmit a One Time Only form after a set amount of time. Toggle Expires on, and select the expiration length (months or years).
5. [Charts Only] Copy from Previous: To save time on charts that apply to every appointment, enable Copy from previous. When a client has a previously completed chart using this template, staff will be able to copy data from the most recent chart instead of starting from scratch.
6. Require Sign-Off: If your business has Boulevard’s Medspa add-on, you can toggle on Require sign-off to route submitted forms and charts to your Medical Director for review. When enabled, submitted items are marked Needs Review until they’re approved and signed off, then updated to Completed. Learn more about sign-off here.
Once you’ve finished building your form or chart and configured its settings, choose Save Draft or Publish to set its status.
Save Draft: Saves your template and all configurations without making it active. The template appears in your Active Forms and Charts list with a Draft status, and you can return to edit and publish it at any time.
Publish: Makes the template active based on the settings you configured. The template appears in your Active Forms and Charts list with a Published status. Published charts are added to future applicable appointments, and published forms are sent to clients based on your delivery settings.
Note: After a template is published, it can’t be moved back to Draft status. To stop a published template from being used, Disable and Unpublish it. Disabled templates are removed from circulation and appear in your Disable Forms and Charts list with a Disabled status, so you can edit and republish them later if needed.
Form FAQs
Form FAQs
Can I adjust the order of forms for clients to fill out?
Forms are shown to clients in alphanumeric order by form name. If you want certain forms to appear first, rename them so they sort earlier (for example, start the name "1-" or "A-").
When are clients asked to resubmit expired forms?
Clients are prompted to resubmit an expired form during the normal forms flow for their first appointment that occurs after the expiration date.
How does form expiration work if a client books an appointment far in advance or books a recurring appointment?
Assuming you have enabled all Delivery Methods, Boulevard will prompt clients as close to the appointment date as possible so the submission aligns with the expiration period:
If the appointment is after the expiration date and the client books within two weeks of the appointment, the form will be:
Included in the forms list linked in the booking confirmation email
Included in reminder emails
Included at check-in
If the appointment is after the expiration date and the client books more than two weeks in advance, the form will be:
Excluded from the forms list in the booking confirmation email
Included in reminder emails
Included at check-in
Why don’t I see the option to turn on form expiration?
To enable expiration, the form must be set to send One Time Only (not Every Appointment). Reminder: Charts cannot be set to expire.
How can I tell when a form is going to expire?
Forms with expiration enabled show an hourglass icon next to the form name on the appointment and next to the submission date in the client profile.
In Dashboard, hover over the hourglass to view the expiration date. You can also open the form to view the expiration date in Dashboard and the Professional App.
What happens to expired forms?
When a form expires, its status updates to Expired. The expired submission remains visible in the client profile under Forms and Charts.
Do new forms automatically send out when the old form expires?
No. Forms are still sent in conjunction with appointments. After a form expires, a client won’t be asked to submit a new one until they have an appointment after the expiration date. The form will be included alongside any other forms required for that appointment.