The Form File Upload feature is a great way for businesses and customers to upload files, images, and documents to Forms.
You can:
-
Upload a copy of a medical waiver, SOAP note, legacy files, or release form
-
Add photo examples of hairstyles
-
Upload images of facial treatments
-
Add documentation about previous therapies
-
Upload copies of customer forms
Note
This feature only supports PNG, JPG, and PDF files.
-
Tap Customers, search for a customer name, and tap it to select.
-
Swipe to the right at the top of the screen where the tabs are, then select Forms.
-
Tap Fill New Form.
-
Select the form.
-
Choose to fill out the form on your device or send it to your customer.
If you choose Send to Customer, provide a phone number and email address for the customer.
-
Find the part of the form for adding files and then tap Choose a File to add an image or file from your device.
The image or file will display below the Choose a file field once it's added. Tap X to remove it.
-
Tap Submit to add the image to the form.
-
To view or edit the form, select it from the Forms tab in the customer's profile.
You can edit the form to add or remove images by tapping Edit. If you tap the thumbnail of an image, you can page through all images that were added, edit each and download all the images.
-
To edit an image in the Vagaro Pro app, edit the form and tap Edit on any image.
-
The file opens in the Vagaro Markup Editor.
See Vagaro Markup Editor for instructions on using it.
-
Tap the checkmark to save your image changes or the X to close the file without saving.
-
Select Customers and then select a customer from the drop-down list.
-
Select the Forms tab.
-
Select a form from the Fill New Form drop-down list.
-
A pop-up dialog asks if you want to fill out the form or send it to the customer.
If you select Send to Customer, you can send a text and email to the customer with a link to the form or have them scan a QR code to fill out the form on their mobile device.
-
Select Fill Form, and then drag and drop a file from your computer or click Choose a File to upload a file.
-
If the form allows for more than one file, you can drag up to the allowed number of files onto the upload box or select them from your device.
Click X on an image or file to remove it.
-
Click Save.
The filled form displays.
-
Actions you can take on a completed form:
-
Edit to add, remove, or edit image files
When you click Edit on a customer's filled form, you'll see the dialog asking how to fill out the form. Choose Fill Form to do it yourself. Each uploaded image has an Edit option. Click it to open the image in the Vagaro Markup Editor (click this link for instructions on using the markup editor.) Click the checkmark in the markup editor to save the file.
-
Details show when and where the form was filled out
-
Download all to save a .zip file to your computer with all files
-
Print a copy of the form
-
Download to save the form as a PDF file
-
Delete to delete this form response completely
-
You can also edit files that customers have added to forms using Vagaro Drive. From Vagaro Drive, you'll have a choice of editors to use on the image: Vagaro Markup Editor and Vagaro Image Editor. (Click the links for instructions on using each editor.)
To edit an image from customer files on Vagaro Drive:
-
Navigate to Vagaro Drive.
-
Click Forms Files.
-
Select at least a customer name.
You can limit your search further by selecting Response Date or Form Name.
-
Click the Action menu (3 horizontal dots) on any image file, and click Open.
-
Click the pencil icon and select Edit using Markup editor or Edit using Image editor.
The image opens in the selected editor. See the articles about each editor (linked above) for complete information about using them.
Comments
0 comments
Please sign in to leave a comment.