A flu shot consent form needs to go live October 1st and come down December 31st. Without scheduling, that's two calendar reminders and two chances to forget. With scheduling, you set both dates once.
How It Works
In form settings, turn on scheduling and set:
- Publish date: when the form opens. Before it, visitors see "not yet available."
- Unpublish date (optional): when the form stops accepting submissions. After it, visitors see "no longer available."
Outside those dates, the form is locked.
When This Is Useful
Seasonal forms. Flu shot consent, back-to-school physicals, annual wellness questionnaires.
Event registration. Workshops and open house RSVPs that open on a date and close at a cutoff.
Survey deadlines. Patient satisfaction or staff feedback surveys with a hard end date.
Launch day. Build and test early, and let the form go live on its own.
Best Practices
Set times, not just dates. "February 1st at 8:00 AM" avoids patients finding the form early.
Account for time zones. Scheduling uses server time, so factor in the offset if your patients are elsewhere.
Test before the publish date. You can edit and preview a scheduled form before it opens.
Check critical forms on launch day. A glance at the forms dashboard confirms it went live.
Combining with Other Features
- Password protection: time-limited and password-gated, useful for confidential surveys.
- Form analytics: see how the form performed during its window.
Related: patient intake software | intake form templates | appointment scheduling
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