To add customer surveys, consent forms, liability waivers, and other customs documents to a customer profile, follow the steps below.
Note
You must first activate the Forms feather and create forms before you can add them to a customer profile. To learn all about forms, see Create a New Form.
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Tap Customers at the bottom of the screen.
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Select the customer.
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Select the Forms tab.
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Select the Fill New Form button.
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Select the document you want to add.
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Tap Submit when you're finished filling out the form for the client.
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Go to the client's profile. Select the Forms tab.
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Tap the specific form you want to see. Then select a date to view a form that was submitted by the client on a specific day.
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If you tap the three dots at the top-right of the screen, you'll be able to view more details about the document. You also can print a copy or remove the document.
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If you select the Details option, you'll be able to see when the client submitted the form. You also can see the Device and IP Address that was used and their Location. Tap Close when you're finished.
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Tap Edit to apply changes to the form.
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Tap Submit when you're finished editing the form.
You can control an employee's access to the forms feature on the Access Levels page. Click here to learn more.
Comments
2 comments
What if i am not getting a option to add form?
Hi Valerie. I would try uninstalling the Vagaro Pro App and then reinstalling it. Please feel free to call us at 800-919-0157, ext. 2 or email us at support@vagaro.com if you face additional issues.
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