How to Send Forms to Clients

The Forms feature allows you to gather information and signatures from your clients and keep them stored digitally on their client profile. Because Forms are completely digital, they can be sent in many ways, making forms management easy for you and your clients. To learn more about our Forms feature, click here.

Here are all the ways to send Forms to your clients:

Require A Form When Booking Online

When creating or editing a Form, there is a toggle called Require Form When Booking. You can require a form to be filled out for specific services and classes or for all your services and classes. You can also require clients to fill out a new Form once or for every single visit by using the Always Require Form toggle. Now when a client books their appointment online, they will have to complete and submit their Form before they can finalize the booking.

Send A Form with Email Marketing

You can create a email marketing campaign to send the Form directly to your client’s inbox. When creating or editing an email, you can add a Buttons module. This allows you to include the Form link and adds a clickable button to the email so it’s simple for clients to locate. A Before Visit email marketing campaign will automatically send this email to your clients, so it is a great time saver.

Embed Forms in Your Website

Once you have created a Form, you also have the option to Embed it into a website. When viewing the list of all of the Forms you have created, you can click on the 3 dots at the far right side of the page next to the Form you want to use on your site, then select Embed in Website. You will be shown a pop up, where you will need to click Copy Code. Take that code and paste into your website to provide another convenient way for your clients to complete their Forms.

Share Link

You have the option to copy the link to your Form and then share that link anywhere you can paste it. You can share the link in a text message, a Facebook post, or to any other social media sites you use. Go to the list of your Forms, click on the 3 dots next to your Form and then select Copy Link. Now you can share the link any way you like.

Send Forms From the Calendar or Checkout Screen

If a client arrives for their appointment without completing their Form, there is a contactless way to send it to their personal device via the calendar or the checkout screen. This keeps you and the client safe and healthy.

On the Calendar screen, click on the client’s appointment, then select Edit. When you select Edit, a popup note will appear and now you will click Send to Customer. On the Checkout screen, when you go to check out the client, a popup note will show up on the screen, allowing you to choose Send to Customer to send the Form to the client’s device.