Write a form introduction that explains readiness

What to change

Explain the actual task and what someone needs before starting. Keep the introduction specific to this form instead of reusing general welcome copy.

A worked example

Illustrative example

An appointment-change request starts by asking patients to have their existing booking details available. It explains that the team must confirm any change, so submission alone does not alter the appointment.

How to check the result

Someone can decide whether they have the right information and are using the right route before investing time.

A mistake to avoid

Do not estimate a completion time that assumes every visitor already knows where to find the requested details.

Your action checklist

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to recordName the request the form sends and whether it creates a booking or asks the team to respond.List the few items needed to complete the administrative task.Provide the correct route for someone who is not ready or is trying to do something else.

Evidence, open questions and decisionsNext action and responsible role

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