Schedule Forms to Open and Close Automatically

You create a flu shot consent form in September. It needs to go live October 1st and come down December 31st. Without scheduling, that means setting a calendar reminder to publish it, hoping you remember, and then setting another reminder to unpublish it three months later.

Form scheduling removes both steps. Set a publish date and an unpublish date, and the form handles its own availability.

How It Works

In form settings, toggle on scheduling and set your dates:

• Publish date: When the form becomes accessible. Before this date, visitors see a "not yet available" message.
• Unpublish date (optional): When the form stops accepting submissions. After this date, visitors see a "no longer available" message.

Between those dates, the form works normally. Outside them, it's locked. No submissions, no access to the form content.

When This Is Useful

Seasonal forms. Flu shot consent, back-to-school physicals, annual wellness visit questionnaires. Create them once, schedule them to appear and disappear with the season.

Event registration. Conference sign-ups, workshop registration, open house RSVPs. The form opens when registration starts and closes at your cutoff.

Survey deadlines. Patient satisfaction surveys, staff feedback forms, research questionnaires. Set a deadline and the form enforces it automatically.

Pre-launch preparation. Build and test a form ahead of time, schedule it to go live on launch day. No last-minute scramble to remember to hit "Publish."

Limited-time campaigns. Special offers, promotional forms, or time-limited patient programs. The form creates urgency naturally because it has a real end date.

Best Practices

Set specific times, not just dates. "February 1st at 8:00 AM" is better than "sometime on February 1st." Precision matters when patients might try to access the form early.

Account for time zones. Scheduling uses server time. If your patients are in a different time zone than your server, factor in the offset.

Test before the publish date. You can still edit and preview scheduled forms before they go live. Use this window to test conditional logic, validation rules, and the overall flow.

Don't over-rely on scheduling. For critical forms, check that they actually published on schedule. A quick glance at your forms dashboard on launch day takes seconds and prevents surprises.

Combining with Other Features

Scheduling pairs naturally with a few other capabilities:

• Password protection: Create forms that are both time-limited and password-gated, useful for confidential surveys during a specific period.
• Form analytics: Track how your scheduled form performs during its availability window. Compare completion rates across different scheduling periods to find optimal timing.

Form scheduling is a simple feature that eliminates a surprisingly common source of manual work and human error. Set it and stop thinking about it.