In your form's settings, the option Form is Mandatory for all Clients allows you to require customers to fill out a form for all regardless of whether they are a new or existing customer.
Customers will have to fill out a form when:
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Customers book an appointment or purchases products on your Vagaro Listing Page, Booking Widget, and MySite.
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Selecting a customer profile at Checkout
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Booking an appointment or class session on the Calendar.
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Creating a new customer profile at Checkout or on the Calendar.
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Sending an invoice to a customer
If you notice a form is required when you don't want it to be, it may be better to require one when a customer books or purchases a membership.
Prerequisites: This feature is only available on the web, tablet, or Pay Desk version of Vagaro. Before continuing, ensure you've activated the Forms feature.
To make a form mandatory for all clients:
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Go to the Forms page.
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Web Version: Select Forms at the top of the screen.
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On a Tablet or Pay Desk: Select Forms at the bottom of the screen.
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Go to the Form Editor by either creating a new form or editing an existing one.
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Scroll down to Form is Mandatory for all Clients and toggle it on.
Note
The Form is Mandatory When Booking and Form is Mandatory When Purchasing Membership settings will not be available after turning on this setting.
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Make any additional changes to your form, then save it.
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