Collect information, not paperwork
Save time and stay organised. Caspen’s free form builder lets you create, download, and share forms effortlessly while tracking progress with automatic status updates.
Streamline your intake process
Form management just got a whole lot easier
Create, share, and manage client forms effortlessly. Caspen's tools make it easy to collect, track, and secure client information from anywhere.
Easy drag-and-drop editor
Customise forms easily with Caspen's drag-and-drop editor, add text fields, multiple choice options, yes/no switches, images, and more.
Share forms easily
Send forms via a link, email, or complete them in real time with your clients, making form collection simple and fast.
Automated form status tracking
Track the status of your forms whether they are sent, viewed, and completed so you always stay informed and organised.
Client intake forms
Send clients a form when they book an appointment to collect all the information you need, like contact information, medical history, emergency details, and more, so you are ready before they arrive.
Create your own custom forms
Need to follow up a client with a survey or collect specific details? Create unlimited forms with custom fields and formatting to fit your business needs.
Responses Automatically Recorded
Responses are automatically recorded, ensuring all client submissions are saved securely and can be accessed whenever needed.
Your branding
Add your logo, contact details, and other branding elements to ensure every form reflects your professional image.
Send forms by SMS or email
Easily send forms to clients by SMS or email. They get a unique link to complete the form on any device.
Use Forms to Request Signatures
Include a signature field in your form for the client to sign. You can also add a requirement for a team member’s signature.
Pre-fill details
Easily populate forms with existing client details, contact information, location details, or practitioner details before sending, streamlining the process.
Save progress
Allow clients to save their progress and return to complete the forms later before submission.
Polished PDFs
Wanting to download a copy? No problem! Clinics can easily download formatted PDFs of completed forms.
Embed forms on your website
Generate an embed code and place any form directly on your website. Capture leads and collect information without clients needing to leave your site.
Public forms that create clients
Share a public form link with anyone. When a new contact submits it, their details are automatically added as a client in your system.
Auto-send forms with bookings
Link form templates to specific services. When an appointment is booked, the right forms are automatically created and sent to the client.
Team notifications on submission
Choose which staff members get notified when a form is completed. Optionally include a PDF of the submission in the notification email.
Get started today
Grow and scale your business with an all-in-one allied health platform.