Add the Text Form Element – Vagaro Support

Add the Text module to a form or SOAP note to display additional information that does not require your customers or employees to select or fill out. The module can contain just a sentence or a heading (up to 2000 characters long) to categorize multiple modules, or a paragraph of text (no character limit).

Tip

Add a text field with your cancellation or no-show policy on form and require customers to sign it to acknowledge they were made aware of your policies. In addition, your business will set clear expectations for the customer, get a signed agreement with the customer, and help protect your business from chargebacks, especially for online bookings. as the cancellation policy is an essential piece of documentation when disputing a chargeback.

To add the Text element to your form or SOAP note:

Go to Forms .
Go to your form or SOAP note:
- To create a form template, in the top-left corner, select Create New → Form.
- To create a SOAP note template, select Create New → SOAP Note.
- To edit an existing form, select Action → Edit.
- To duplicate a form, select Action → Duplicate.
Under Form Elements, drag the Text element into the form designer.

The element's settings will appear on the right side of the screen. If you already have this element in the form designer, select it to make changes.
Under Text Type, select Heading or Regular to increase or decrease the text size.
Publish your form:
- To save this form as a draft and publish it later, in the top-right corner, select Save as Draft.
  
  This form is saved in form management and can be published at a later time.
- To see a preview of your form and how it'll look for your customers, in the top-right corner, select Preview.
  
  You can select the Computer , Tablet , or Phone icon to see how your form will look on each device.
- To publish your form, go to Settings, then in the top-right corner, select Publish.
  
  Your form is saved in form management.