Creating Client Forms

Client forms can be sent out to your customers ahead of their appointment or setup for internal use by your staff within the business.

• Click ‘More’ > ‘Client Forms’.

PART ONE – CLIENT CONTACT SETTINGS

• Click ‘Options’ > ‘Settings’.
• Set whether you want to contact clients about their forms using email and/or SMS (WE RECOMMEND EMAIL ONLY)
• Click ‘Save’ when you’re finished and then click ‘Back To Client Forms’.

SELECTING SMS COULD INCUR CHARGES IF YOU GO BEYOND YOUR MONTHLY ALLOWANCE

PART TWO – CREATE THE BASIC FORM INFORMATION

• Click ‘Add’.
• Assign a name to the form.
• Select whether it is an Internal form (for store use only).
• Under ‘Form Settings’, select how the form will be used.
• Select which services the form is linked to (if linked to specific services) by ticking the box for ‘Form is required only for the following services’.
• Click ‘Save’ when finished.

IMPORTANT – Please be aware that when the option ‘Form is required only the first time an appointment is booked.’ is selected, it will continue to resend the form for every appointment until the customer completes it.

Therefore, if you have SMS notifications on for your client forms, there is a risk of increased monthly costs.

PART THREE – CREATE YOUR FORM

• Select the newly created client form from your list.
• Click ‘Form Editor’.

• You will now be presented with the client form editor page. Here, you can click and drag modules from the left hand side into the centre section. You then fill in the information on the right hand side to populate these fields.

In the example below, we have added a ‘date’ field and selected/completed some of the options for this on the right hand side.

• When your form is completed, make sure to click the save icon before exiting.