Articles in this section

Create a Form Using a Template

Avatar
Jamie B
  • Updated

All forms must be created in Vagaro because you cannot upload your own form templates into the system. If you're unsure how to organize your form template, you can create a form using a template that you can customize as needed for your business:

  • Liability Waiver

  • Customer Survey

  • Fitness Intake Form

  • Massage Intake Form

  • Covid-19 Waiver

  • Payment Form

  • Rental Agreement

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 use one of Vagaro's form templates:

  1. Go to Forms.

    • Web Version: Select Forms at the top of the screen.

    • On a Tablet or Pay Desk: Select Forms at the bottom of the screen.

  2. In the top-left corner, select Create New, then select Form.

    new_form_2x.png

  3. Select a form template.

    templates_2x.png

  4. Optionally, change the name of your form.

  5. If applicable, modify or add modules to your form.

  6. Scroll to the bottom of your form and configure your form settings:

  7. Preview and publish your form:

    • To preview your template, select the Computer Icon_Button__1_.png or Phone Icon_Button__3_.png Preview tabs at the top of the editor.

    • Select Save for Later to save a draft of your template.

    • Select Publish to complete your template.

Related articles

Comments

2 comments

  • Avatar
    Tonya Brooks

    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?

    0
  • Avatar
    Vagaro Support

    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

    0

Please sign in to leave a comment.