FastSign (QR Forms) integration in Altegio

Collect client and appointment details automatically — no manual data entry.

What is FastSign?

FastSign (also shown as QR Forms) is a marketplace integration for Altegio, developed by Mapty.ai. It lets you create branded intake forms and share them with clients by link or QR code. When a client fills out a form, the information is written straight into their client card or appointment in Altegio — so your records stay up to date without anyone re-typing anything.

It’s designed for Altegio locations that want a fast, paperless way to gather client details, consents, and questionnaire answers before or during a visit.

What you can use it for

Client intake — collect name, contact details, date of birth, and other profile fields for new clients.
Consent and questionnaire forms — gather signed consents, health questionnaires, or preference forms tied to an appointment.
Branded forms — add your logo and business header (address, phone, working hours) so forms match your brand.
QR and link sharing — display a QR code at the front desk or send a form link directly to the client.
WhatsApp automation — have the form link delivered automatically (for example, via WhatsApp) when a new client or appointment is created.
Automatic sync — submitted answers update the client card or appointment in Altegio, and the completed form can be saved as a PDF.

How it works

The integration follows a simple, automated flow:

A new client or appointment is created in Altegio.
FastSign adds the form link to the notes of that client or appointment.
The link is sent to the client — automatically (e.g. via WhatsApp) or shared manually by your team.
The client completes the form from their phone.
The answers sync back into Altegio, updating the client card or appointment, and generate a PDF of the completed form.

Because form fields map to the client’s Altegio profile, the full questionnaire is only shown on a client’s first visit. On repeat visits, the profile section is skipped automatically, so returning clients aren’t asked for details you already have.

Before you start

Make sure you have:

An active Altegio account with access to the Marketplace.
Permission to connect and manage integrations for your location.
An active FastSign subscription — the service requires a subscription to be activated before forms can be used.

Setting it up

Step 1 — Connect FastSign to Altegio

Open the Marketplace in your Altegio account.
Find FastSign (QR Forms) by Mapty.ai and open the listing.
Click Connect and confirm the connection for your location.

Once connected, the FastSign admin panel (QR Forms Admin) will show an Altegio connected status in the top bar.

Step 2 — Activate your subscription

If you see a “Subscription required” banner in the admin panel, click Subscription and activate a plan. The form builder and sharing features become available once the subscription is active.

Step 3 — Build your form

In the FastSign admin panel, open the Form builder. The builder works on a simple principle: fields > PDF > sync to Altegio. Set the following:

Form title — the name of the form (e.g. Questionnaire – consent).
Phone region — the default country used for phone validation when a client enters a number without a country code (e.g. US).
Header business info — your address, phone, working hours, or any details you want shown at the top of the form.
Header logo — upload your business logo with Select file, or use Remove logo to clear it.

Step 4 — Configure form fields

Add the fields you want to collect. These map to your Altegio client profile and can include:

First name
Email
Date of birth
Card number
Gender
Middle name
Comment
Priority

For each field you can:

Mark it optional (otherwise it’s required to submit).
Map it to the matching Altegio client-card field so answers sync correctly.
Use Copy to duplicate a field or Delete to remove one.

Tip: Keep first-visit forms short. Since the profile section is skipped on repeat visits, put only the essentials in the profile fields and use separate consent or questionnaire fields for anything appointment-specific.

Step 5 — Share the form

Once your form is ready, share it with clients in whichever way suits your workflow:

QR code — display it at reception so clients can scan and fill it in on their own phone.
Direct link — copy the form link and send it to the client.
Automatic delivery — let FastSign add the link to the client’s notes and send it automatically (for example, via WhatsApp) when a new client or appointment is created.

What happens after a client submits

The client’s answers are written back to their Altegio client card or appointment.
A PDF copy of the completed form is generated for your records.
On the client’s next visit, the profile questions are skipped, so they only fill in what’s new.

Tips and best practices

Set the correct phone region for your location so client phone numbers validate and save cleanly.
Add your logo and business header before going live — branded forms look more trustworthy to clients.
Test the full flow yourself first: create a test appointment, open the form link, submit it, and confirm the data appears on the client card.
Only mark truly needed fields as required to keep completion rates high.

Do clients need to install anything?
No. Forms open in a web browser from a link or QR code, so clients can complete them on any phone.

Will returning clients have to fill in everything again?
No. Profile fields are only shown on the first visit; on repeat visits that section is skipped automatically.

Can I send forms over WhatsApp?
Yes. FastSign can add the form link to the client’s notes so it can be sent automatically, including via WhatsApp.

Why can’t I access the form builder?
An active subscription is required. If you see a “Subscription required” banner, activate a plan from the Subscription button in the admin panel.

Where do submitted answers go?
Straight into the client’s Altegio client card or appointment, with a PDF copy of the completed form saved for reference.