General Questions
What is FormAlert?
What is FormAlert?
FormAlert is a complete clinic management system designed specifically for private practice doctors in India. It handles online appointment booking, WhatsApp communication, payment collection, patient records, and more—all in one simple platform that works on your phone.
Who is FormAlert for?
Who is FormAlert for?
FormAlert is built for private clinic doctors in India—from solo practitioners to multi-doctor and multi-specialty clinics. If you run your own practice (not a hospital employee) and want to accept online bookings, FormAlert is for you.
How long does setup take?
How long does setup take?
Setup takes about 2 minutes. You add your working hours, list your services with prices, and get your booking link. That's it. No training needed, no complicated software to learn.
Do I need technical skills?
Do I need technical skills?
No. FormAlert is designed to be extremely simple. If you can use WhatsApp, you can use FormAlert. Everything works on your phone, and there's no complicated setup process.
Can I try it before paying?
Can I try it before paying?
Yes! FormAlert offers a 14-day free trial with no credit card required. You get full access to all features in your chosen plan during the trial period.
Online Booking
How do patients book appointments?
How do patients book appointments?
Patients can book from multiple places: your Google Business Profile "Book Appointment" button, a direct link you share (on Instagram, WhatsApp status, etc.), an embedded widget on your website, or any social media link. They choose a time, service, and pay—all in 30 seconds.
Can I book different types of appointments?
Can I book different types of appointments?
Yes. You can set up different services with different durations and prices. For example: "In-clinic consultation (30 min, ₹500)" and "Online consultation (15 min, ₹300)". Patients choose which type they want when booking.
What if I need to cancel or reschedule?
What if I need to cancel or reschedule?
You can cancel or reschedule any appointment with a single click from your dashboard. Patients also receive options to reschedule through WhatsApp (Premium plan) or by contacting you.
Can I block times for lunch, meetings, or emergencies?
Can I block times for lunch, meetings, or emergencies?
Yes. You can add "Busy" events to your Google Calendar and FormAlert will automatically block those times from booking. You can also manually override any specific dates for holidays or emergency closures.
What about walk-in patients?
What about walk-in patients?
You can manually add walk-in appointments anytime from your dashboard. They're automatically added to your schedule and marked as "Confirmed" so you have a complete view of all appointments.
Does it prevent double bookings?
Does it prevent double bookings?
Yes. FormAlert shows real-time availability. If a slot is booked, it immediately becomes unavailable to other patients. No double bookings ever.
WhatsApp Automation
What's the difference between Starter and Premium WhatsApp?
What's the difference between Starter and Premium WhatsApp?
Starter Plan (₹499/month): Basic booking alerts and confirmations sent from FormAlert's number. Premium Plan (₹1,499/month): Full automation from YOUR clinic's WhatsApp number including confirmations, day-before reminders at 9 AM, and review requests after appointments.
How do WhatsApp reminders work?
How do WhatsApp reminders work?
With the Premium plan, patients automatically receive a WhatsApp reminder at 9 AM the day before their appointment. This reduces no-shows by 70%. The message includes appointment details and comes from your clinic's number.
Can I customize WhatsApp messages?
Can I customize WhatsApp messages?
Yes. You can customize all WhatsApp message templates to match your clinic's tone and branding. There's a one-time fee of ₹1,000 to modify the templates.
Can patients reply to WhatsApp messages?
Can patients reply to WhatsApp messages?
Yes. Patients can reply to any automated message, and you can chat with them directly from your FormAlert dashboard. This is perfect for answering questions or handling reschedule requests.
Do I need a special WhatsApp number?
Do I need a special WhatsApp number?
For the Premium plan, you need a WhatsApp Business number for your clinic. You can use your existing clinic number or get a new one. We'll help you set it up during onboarding.
How many WhatsApp messages are included?
How many WhatsApp messages are included?
Starter Plan: 100 messages per month. Premium Plan: 1,000 messages per month. Each booking uses about 4 messages (confirmation + reminder + review request + doctor alert), so 1,000 messages = ~250 appointments.
Payments
How does payment collection work?
How does payment collection work?
You create your own Razorpay account (free) and add your API keys to FormAlert. When patients pay, the money goes directly to your bank account. FormAlert never touches your funds. You only pay Razorpay's standard transaction fees (around 2%).
What payment methods do patients have?
What payment methods do patients have?
Through Razorpay, patients can pay via: UPI (Google Pay, PhonePe, Paytm), Credit/Debit Cards (Visa, Mastercard, RuPay), Wallets (Paytm, PhonePe, Amazon Pay), and Net Banking from all major banks.
Can I make some services prepaid and others postpaid?
Can I make some services prepaid and others postpaid?
Yes! For each service, you choose whether payment is required upfront (prepaid) or optional (postpaid). For example, you might require prepayment for online consultations but allow in-clinic patients to pay after the visit.
What are the fees?
What are the fees?
FormAlert charges ₹499/month (Starter) or ₹1,499/month (Premium). For payments, you pay only Razorpay's transaction fees directly to them (approximately 2% per transaction). FormAlert doesn't charge anything extra on payments.
Can I issue refunds?
Can I issue refunds?
Yes. You can process refunds directly from your FormAlert dashboard. The refund goes back to the patient's original payment method through Razorpay.
Do I need to do anything for accounting?
Do I need to do anything for accounting?
FormAlert tracks all payments automatically. You can export patient data with payment history as a CSV file anytime for your accounting records or CA.
Patient Management
What patient information is stored?
What patient information is stored?
FormAlert stores patient name, phone number, complete appointment history, payment status, and any consultation notes you add. Everything is digital and searchable—no paper files needed.
Can I add consultation notes?
Can I add consultation notes?
Yes. After each appointment, you can add or edit consultation notes, prescriptions, observations, or any other information you want to record about the patient's visit.
How do I find a patient's records?
How do I find a patient's records?
Search by patient name or phone number. You'll instantly see their complete appointment history, payment status, and any notes you've added. Everything is accessible from your phone or computer.
Do patients have access to their records?
Do patients have access to their records?
Yes. Patients have a simple portal where they can view their appointment details, payment status, and upcoming bookings. They can't see your private consultation notes.
Can I export patient data?
Can I export patient data?
Yes. You can export your entire patient database as a CSV file anytime. This is useful for keeping your own backup records or for sharing with your accountant.
Is patient data secure?
Is patient data secure?
Yes. All patient data is encrypted and stored securely. We follow industry-standard security practices to protect sensitive medical information.
Multi-Doctor & Staff
Can multiple doctors use the same FormAlert account?
Can multiple doctors use the same FormAlert account?
Yes! FormAlert is perfect for group practices. Each doctor gets their own calendar and booking link (businessname/doctorname), but all doctors share the patient database and payment settings.
Can my receptionist manage appointments?
Can my receptionist manage appointments?
Yes. Staff members get full access to manage appointments, view patient records, add walk-ins, and handle the calendar. The only thing they can't access is payment settings—that stays with the doctor.
How are appointments assigned to specific doctors?
How are appointments assigned to specific doctors?
Patients choose which doctor they want when booking (if you have multiple doctors). Each doctor has their own services and schedule. The system automatically assigns the appointment to the correct doctor.
Can doctors see each other's appointments?
Can doctors see each other's appointments?
Yes. All doctors and staff can see the entire clinic schedule and patient database. This is helpful for group practices where patients might see different doctors at different times.
Online Consultations
How do online consultations work?
How do online consultations work?
When a patient books an online consultation, FormAlert automatically generates a Google Meet link and sends it to them. At appointment time, they click the link (no app download needed) and you join from your FormAlert dashboard.
Can I use my own video platform?
Can I use my own video platform?
Yes. Instead of Google Meet, you can add custom text like "Phone call at appointment time" or "WhatsApp video call". This gives you flexibility to use whatever consultation method you prefer.
When do patients get the video link?
When do patients get the video link?
The Google Meet link is sent immediately when the appointment is confirmed (after payment if prepaid, or after you approve if postpaid). They also receive it in the reminder message.
Can I charge different prices for in-clinic vs online?
Can I charge different prices for in-clinic vs online?
Yes! You can create separate services with different prices. For example: "In-clinic consultation: ₹500" and "Online consultation: ₹300". Patients choose which type they want when booking.
Google Reviews
How does review automation work?
How does review automation work?
When you mark an appointment as "Completed", FormAlert automatically sends a WhatsApp asking for feedback. If the patient says they'd recommend you, they're sent your Google review link. Only happy patients end up leaving Google reviews.
Is review automation included in all plans?
Is review automation included in all plans?
No, review automation is only included in the Premium plan (₹1,499/month) because it requires WhatsApp messaging from your clinic's number.
Can I customize the review request message?
Can I customize the review request message?
Yes. The review request message can be customized just like other WhatsApp templates. There's a one-time ₹1,000 fee to modify templates.
Will all patients get review requests?
Will all patients get review requests?
Only patients whose appointments you mark as "Completed" will receive review requests. You control when the automation triggers.
Technical Questions
Does FormAlert work on mobile phones?
Does FormAlert work on mobile phones?
Yes! FormAlert is mobile-first and works perfectly on any smartphone. You can manage your entire clinic from your phone—check appointments, add notes, view payments, chat with patients.
Do patients need to download an app?
Do patients need to download an app?
No. Patients book through a simple web link that works in any browser. No app downloads, no sign-ups—just click, book, and pay.
Does FormAlert integrate with Google Calendar?
Does FormAlert integrate with Google Calendar?
Yes. You can sync your Google Calendar with FormAlert. Any "Busy" events you add to Google Calendar will automatically block those times from being booked on FormAlert.
What happens to my data if I cancel?
What happens to my data if I cancel?
You can export all your patient data as a CSV file anytime before canceling. Your data remains accessible during your paid period and for 30 days after cancellation.
Can I use FormAlert on a computer?
Can I use FormAlert on a computer?
Yes. FormAlert works on any device—phone, tablet, or computer. You login through any web browser. Many doctors check their schedule on phone and add detailed notes on computer.