TROUBLESHOOTING · CLIENTS & COMMUNICATION
Help with Forms, intake & policies
This page focuses on the guide you were reading. Work through the relevant checks below, then send us a question if the issue is still unresolved.
01
Start with your forms, intake & policies setup
These are checks drawn from this feature's own instructions.
- Choose or create a suitable form template.
- Add questions needed for the service and indicate required fields.
- Set when clients should complete the form.
- Review how policy acceptance and timestamps are captured.
- Test with fictional data before sharing a public booking link.
02
Common problems in Clients & communication
Choose the problem closest to what you are seeing. Each one includes practical checks and a safe next step.
A client cannot complete a form or requirement
- Review required questions and validation messages.
- Check that the correct form or link is associated with the appointment.
- Verify whether the form was already submitted or its access expired.
Test with fictional data and avoid putting clinical information in regular RoveLogics support.
A reminder or message was not received
- Review client contact details and communication preferences.
- Check the message trigger, schedule, and opt-in requirements.
- Confirm the appointment status satisfies the notification rule.
Use a non-sensitive timestamp and message type when contacting support.
03
Still not resolved?
When you contact support, tell us what you expected, what happened instead, the non-sensitive error text (if any), and roughly when it occurred. The form will automatically include Forms, intake & policies as the topic.
Please do not include passwords, security codes, payment card details, client health records, or any other sensitive information.