Require a Form

Click Forms.

Click Create New.

Select Blank Form if you're creating the form from scratch, or select one of our Vagaro form templates.

When you're finished designing the form, configure the options for this form from the choices and switches.

1. Toggle Form is Mandatory for All Clients on (green) to require the form for all customers when booking or purchasing items from your online store.

   When this option is on, the next two options (Require for Booking and Require for Purchasing Memberships) do not display.

2. Toggle Form is Mandatory When Booking on (green) to require form completion for booking appointments but not purchases.

   • Click Appointments & Classes to select the classes and services that require the form for booking. Select individual classes or services using checkboxes, or click the Select All link.

   • Toggle Always Require Form on (green) to require the form every time a customer books a class or service.

3. Toggle Form is Mandatory When Purchasing Membership on (green) to require the client to submit the form when purchasing a membership.

   • Click Memberships to select the memberships that require the form to purchase. Select individual memberships using checkboxes, or click the Select All link.

   • Toggle Always Require Form on (green) to require the form every time a customer purchases a membership.

4. Toggle Notify When Form is Submitted on (green) to receive email and push notifications whenever the form is completed.

5. Check Require Vagaro login to fill out form to require that the customer be logged in to their Vagaro account before filling the form.

Click Publish to make the form available to your customers. Click Save for Later if you're still working on the form and want to save your progress.

The customer will be prompted to fill out the required form from the Online Booking Page.

Click Form Required.

On the popup, you have two choices:

Once the form has been filled, the forms icon no longer displays on the appointment.

1. Click Fill Form to fill it on your screen right now (this takes you to the customer's profile page on the Forms tab.)

2. Click Send to Customer to open a Contactless Forms screen with options to send the form to the customer by text message, email, or have them scan the QR code and fill the form on their mobile device.