Request your customers and employees to provide their contact information when filling out your form or SOAP note using the Contact module. You can provide more context to the request by asking a question or entering a statement up to 200 characters long. The contact information can be automatically entered or updated in their customer profile.
Note
The Contact module cannot be used in mandatory forms to prevent customers from entering personal information multiple times during the booking process.
The fields that your customers and employees see will depend on what information you select to be added in the module.
When your customers and employees are prompted to enter their contact information, they will provide only the information for the fields you have requested.
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 add the Contact module to your form or SOAP note:
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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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Create or edit an existing form or SOAP note.
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In the left menu, drag and drop the Contact module into the form builder.
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Select a checkbox to include or remove fields from the module.
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Toggle Update or Save Customers to create or update a customer's profile when filling out the form:
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Update Existing Customer: Update the profile of a current customer when the Contact Information module is completed.
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Create New Customer: Add a new customer profile to your Vagaro account once the form has been completed. New customers must complete the Email section.
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Optionally:
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To require this module to completed before submission, toggle the Required switch.
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To add an image to this module, select the Action
button, select Add Photo, then drag and drop or choose an image from your device.
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To duplicate the module with the same image, select the Action
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If applicable, make any additional changes, then Save or Publish your form.
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