How do I make my form show up for certain business units?

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Problem

Forms do not pop up during appointments because they lack proper business unit assignment in the form settings.

Solution

Edit form business units

  1. Go to the top toolbar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, click Operations > Forms.

  3. Find your form in the list.

  4. Click on the form name to edit it.

  5. Scroll down to the Business Unit section.

  6. Click the dropdown menu in the Business Unit section. Form editing interface showing business units selection options for job assignments.

  7. Select the business units where you want the form to appear.

  8. Click Save to apply your changes.