How to Set Up a Waiting List Form

Need a waiting list for your practice? Here's how to build one that actually works.

Formisoft Team

· 1 min read

A waiting list form does one job: collect the right details from interested patients so you can follow up in the right order.

Option 1: Let AI Build It

From your Formisoft dashboard, select "Create a form with AI" and describe what you need:

Create a waiting list form for a dental clinic with fields for
patient name, phone number, email, preferred appointment time,
reason for visit, and any urgent concerns.

The AI drafts the form in seconds. Review it, adjust what you need, and publish.

Option 2: Start from a Template

Pick a template close to what you need on the Templates page, then add, remove, or reorder fields in the drag-and-drop builder.

Option 3: Build from Scratch

A basic waiting list usually needs:

  • Full name
  • Phone and/or email
  • Preferred date and time range
  • Reason for visit
  • Urgency
  • Notes

Features Worth Turning On

  • Conditional logic: show a "describe your urgent concern" field only when someone selects "urgent"
  • Custom branding: your logo and colors, so the form looks like your practice

Share It

  • Direct link in emails, texts, or on your website
  • QR code for your front desk or waiting room
  • Embed code for a page on your website
  • Email link sent to specific patients

Manage Responses

Submissions land in your Formisoft dashboard, where you can sort and filter them, export to CSV, or send them to other tools with webhooks.

Want our team to set it up with you? Book a demo.

Connect intake to the rest of your front desk.

  • Forms, consents, and signatures before the visit
  • Your paper forms converted by AI
  • BAA included
Get started

Connect intake to the rest of your front desk.

Patients finish forms, consents, and insurance cards from their phone. Everything included, set up for you.

BAA included · We set up your front desk