Add a Form to a Customer Profile - Web Version

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    Ginger Leigh

    Is there a way for forms to be automatically added to customers' profiles once they have been filled out? All of our students are required to fill out a liability waiver and it would be so convenient to be able to quickly check that they have filled it out when taking class!

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    Donna J

    It may do that already, Ginger. I just did a test: created a new form, made it mandatory for all clients, and had a test customer book an appointment. They had to fill out the form to book and now I see that form in their profile. I also did it with requiring a form for just one service, and you can do the same for a class.

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    Ginger Leigh

    Amazing! I swore I looked and didn't see it before, but now I do. Oops! Either way, this is great. Thank you!

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    Donna J

    I'm so glad that it's already there for you!

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    Melissa Orr Russell Penton

    Is there a way to require certain forms be required one per calendar year?

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    Donna J

    Melissa: There's no way to set a form to be required at a selected date or after a selected period. It might make a good enhancement idea!

    You COULD use email/text marketing with a filtered customer list to send a form with a one-time blast. But you'd have to resend it yearly, and then all the customers on the list would get the form at the same time, not necessarily staggered to a year from when they last submitted the form.

    Most of the articles about email and text marketing are found here: Marketing – Vagaro Support.

    Take a look and see if anything there helps you.

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