Build a simple contact form for your practice website to capture new patient inquiries and connect every submission straight to your contacts.
A contact form is one of the easiest ways to turn website visitors into new patients. In Aesthetix CRM you can create, customize, and embed a form that collects a prospective patient's name, email, phone, and message, then routes each submission directly into your contacts.
Log in to your Aesthetix CRM account.
In the left-hand menu, click Web Tools, then Forms.
Click the + Create New Form button to start a new form.
You can start from one of the existing Contact Form templates or build a new form from scratch to suit your practice.
Drag and drop the fields you need from the Form Elements panel into your form. For a basic practice contact form, add Full Name, Email, Phone Number, and a Message or custom text area so patients can tell you what they are interested in.
If you need to gather more detail, you can also add:
Custom Fields to capture information unique to your practice.
Dropdowns, checkboxes, or radio buttons for specific options, such as the treatment a patient is asking about.
You can rearrange fields at any time by dragging them into the order you prefer. As you drag a field, the builder gives you smoother movement, a subtle shadow for clearer visual feedback, and automatic scrolling in longer forms so you can move fields higher or lower without scrolling manually.
For this example, we will add a "query" field so patients can describe the treatment they are interested in.
You can set up email notifications for yourself so your team is alerted whenever a patient submits the form, and you can also send a confirmation email to the patient who filled it out.
Click the Styles tab to adjust the form's background, text color, and spacing so it matches your practice branding. Toggle Full Width for a responsive design that looks clean on any device.
Under Settings, choose what happens after a patient submits the form:
Show a Thank You Message and enter a custom message.
Redirect to Another Page and enter a URL.
Trigger a Workflow or Automation, for example an automatic follow-up email to a new patient inquiry.
Click Save Form once you are satisfied with your form.
Click the Integrate Form button to get your embedding options.
With these steps complete, you will have a fully functional contact form ready to capture new patient inquiries and add every submission to your contacts.
Note: Because your contact form is connected to your contacts, each submission automatically creates or updates a contact record, so no lead ever falls through the cracks.
Where do I find the Form Builder? In the left-hand menu, click Web Tools, then Forms. From there you can create a new form or edit an existing one.
What fields should a basic patient contact form include? At a minimum, include Full Name, Email, Phone Number, and a Message field. These give your team everything needed to follow up with a prospective patient.
Do I have to build a form from scratch? No. You can start from one of the existing Contact Form templates and customize it, or build a new form from scratch if you prefer.
Can I get notified when a patient submits the form? Yes. In the form's notification settings you can send an email alert to yourself or your team each time the form is submitted, and you can also send a confirmation email to the patient.
What can happen after a patient submits the form? You can show a custom thank you message, redirect the patient to another page, or trigger a workflow or automation such as an automatic follow-up email.
How do submissions connect to my contacts? Every form submission is added directly to your contacts, creating or updating a contact record automatically so you can follow up right away.
Can I style the form to match my practice branding? Yes. Use the Styles tab to adjust background, text color, and spacing, and toggle Full Width so the form looks polished on any device.
How do I add the form to my website? After saving, click the Integrate Form button to get the embedding options you can place on your website or landing pages.
