Customers typically only need to complete a mandatory form once. To ensure the accuracy of your form responses over time, you can set the form to automatically expire after a certain period. After that time, the customer will be prompted to complete and submit the form again. It is best to either always require a form or require a form when booking or purchasing memberships for the most optimal set up.
Note
If you Always Require Form in Form is Mandatory When Booking or Form is Mandatory When Purchasing Membership, the option to set an expiration date will not be available.
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 set a form to expire:
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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 Has an Expiration Date and toggle it on.
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Under Expires After, enter the number of months for when the form will expire. (Maximum of 24 months)
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Make any additional changes to your form, then save it.
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