Allow Customers and Employees to Upload Files to Forms – Vagaro Support

Allow customers and employees to upload up to five files or images to your form or SOAP note. The text for your request statement or question can be up to 200 characters long.

In the form, customers and employees will be able to upload images or files them from their device, or drag and drop them if they're on a computer.

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 and Vagaro Drive.

To add the File Upload element:

Go to Forms .
Go to your form or SOAP note:
- To create a form template, in the top-left corner, select Create New → Form.
- To create a SOAP note template, select Create New → SOAP Note.
- To edit an existing form, select Action → Edit.
- To duplicate a form, select Action → Duplicate.
Under Form Elements, drag the File Upload element into the form designer.

The element's settings will appear on the right side of the screen. If you already have this element in the form designer, select it to make changes.
Enter a Title for this element.
Optionally, to make this element required, turn on Required Field.
Choose How many files can be uploaded to this question. Up to five files or images can be added to an element.
Publish your form:
- 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.
- 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.
- To publish your form, go to Settings, then in the top-right corner, select Publish.
  
  Your form is saved in form management.