Configure automatic form delivery
Choose whether active service-linked forms are delivered automatically by email, SMS, or both.
In this guide
Choose automatic delivery
Open Forms, then Delivery settings. You can also search for form delivery from Settings. The status at the top shows whether changes are saved.
Turn on Email delivery when active forms should be sent automatically after a linked service is booked.
Turn on SMS delivery only when short-message delivery is available for the workspace. The page explains when the channel is unavailable.
Check prerequisites and results
Select Save changes. Use Reset before saving if you want to restore the last saved channel choices.
Open Forms > Active Forms and check each form that should send automatically. A workspace channel and the form’s own trigger and delivery choice must both be enabled.
Link the form to the relevant services. Schedmo creates a customer-specific request after a matching booking is confirmed.
SMS delivery requires an active Schedmo subscription and valid billing details. Email can remain enabled when SMS is unavailable.
Use Forms > Responses or the appointment Forms tab to confirm delivery, resend manually, copy the secure link, or show a QR code.
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