Whether you’re collecting waivers, membership agreements, or intake forms, Vagaro Forms makes it easy to create and send custom forms to your clients. Import a form you've created before, start with a template, or build from scratch using the drag-and-drop editor to add questions, images, signatures, and more. You can set forms to be required during bookings or purchases, or send them manually by email, text, or directly from your device.
To create a new form
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Go to Forms
.
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In the top-left corner, select → .
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Choose an option below:
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Select Blank Form to start from scratch.
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Select one of Vagaro's prebuilt templates.
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Select Import an Existing Form to import forms you've built already. Keep in mind you can only import one form at a time.
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If you chose to Import an Existing Form, drop your form files into the uploader or select Choose Files, then select Import.
It'll take a few minutes to transfer your Form. Once it's moved over, you can begin editing your form.
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From the form designer, enter a name for your new form.
Once you choose a template or start from scratch, you’ll be taken to the form designer. If you selected a template, it’ll come preloaded with placeholder fields called form elements. Form elements are the building blocks of your form and are filled out by your customer. You can add more elements by selecting one under Form Elements and dragging it into the builder. Place new elements between existing ones or split a row to position two elements side by side.
See the following articles for more details on how to add each element to your form and how to customize them:
To customize your elements:
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From the form designer, select an element.
When you select an element, its settings will appear in a panel on the right side of the screen. From there, you can make any necessary changes to the element.
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To delete or duplicate a form element, select the element you want to modify, then in the settings panel, select Duplicate
or Delete
.
If you duplicate the form element, it will appear below the original element.
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To move an element, drag it to a new spot in the form designer.
Once you've finished building your form, go to your Form Settings to fine-tune how it works. Each form can have its own unique settings, like requiring a completed form to book an appointment, making forms expire, or sending automatic notifications when a customer submits their response.
To configure your form settings:
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From the form designer, in the top-left corner, select Settings.
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In Form Settings, turn on the settings you want to apply to this form:
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Form is Mandatory for all Clients: Require every customer, new or existing, to complete this form. They'll be prompted to fill out this form when they book or buy anything online (except gift cards), or when you select their profile during checkout, create a new profile for them, send them an invoice, or book an appointment for them. Form is Mandatory When Booking and Form is Mandatory When Purchasing Membership will be hidden after turning on this setting.
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Form is Mandatory When Booking: Require customers to fill out a form every time they book a service or class. You can choose to apply this setting to your entire menu or just a few services. You can also require the form to be completed every time a customer books an appointment, even if they've already filled it out before.
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Form is Mandatory When Purchasing Membership: Require customers to fill out a form when purchasing a membership. This is especially useful if you need customers to sign a contract for membership or auto-renewal purposes.
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Notify When Form is Submitted: Send automatic notifications via email or push notification whenever a customer fills out a form. By default, these notifications are sent to the business account owner's email and device; however, if you have Form is Mandatory When Booking turned on, the service provider or instructor will receive an email notification as well.
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Form Has an Expiration Date: Set the form to automatically expire after a certain period. When the form expires, the customer will be prompted to complete and resubmit the form the next time they're required to fill it out. If you turned on Always Require Form for the Form is Mandatory When Booking or Form is Mandatory When Purchasing Membership settings, the option to set an expiration date will not be available.
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Require Vagaro Login: Guarantee that when the customer submits the form, their submission will be added to their profile at your business.
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Once your form is ready, you can view a preview, save it as a draft, or publish it.
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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.
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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.
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To publish your form, go to Settings, then in the top-right corner, select Publish.
Your form is saved in form management.
See the following articles to learn more about forms:
Comments
2 comments
This is the second time I've timed out while working on a form. It is blisteringly frustrating to be working on something and be almost done then WHAM, the screen times out and everything I've worked on is lost. Is there any way to change the timeout length so it is much longer? Why isn't there a way to automatically save changes, or to at least cache changes in history so if the system times out, you're not recreating something all over again?
Hi Tonya... while it isn't as easy as an auto-save, there is a Save for Later button at the bottom of the form creation screen, and once you've added one module or question to your form, you can save it as a draft. I suggest hitting that button after each question or module you're adding is done. Or, if you have an idea of when the timeout could happen, frequently save enough to avoid it.
The other option is the "Automatically Log Out After" setting. You can set the auto log off between 1 and 120 minutes or to Never! Go to Settings / Employees / Access Levels, and it's at the top of the page.
I hope those options help!
Donna
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