Customize Your Form Email Template and Header

PracticeQ allows you to create a global form invitation email. However, if you wish to use a different email template for a particular form, you may override the global template in the form settings.

Create a Custom Email Template for a Form

1. Click My Forms and select the intake questionnaire you want to edit.
2. Click the three dot icon and select  Settings.
3. Select the Invitation Email tab.
4. Check the box labeled Use a custom email template for this form.
5. Create your template.
6. Click Close.

Note: Do not remove the [FormLink] placeholder in your template. This placeholder will be replaced by the link and password your client will use to access the form.

Create a Custom Header for a Form

There may also be times when using a different header for a specific form makes sense. For example, you may offer different services at a different location, or use different branding for certain services. 

1. Click My Forms and select the intake questionnaire you want to edit.
2. Click the three dot icon and select  Settings.
3. Select the Custom Header tab.
4. Check the box labeled Use a custom header for this form.
5. Create your form header.
6. Click Close.

Custom Header in PDF Forms

• If you wish to customize your header for a PDF form, please see the following article: Custom Header in PDF Forms.