Send Forms to Customers

The Forms feature allows you to gather information and signatures from your clients and keep them stored digitally on their client profiles. Because Forms are entirely digital, they can be sent in many ways, making forms management easy for you and your clients.

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

Require A Form When Booking Online

There is a toggle for Require Form When Booking when creating or editing a Form. You can require a form for specific services and classes or all your services and classes. You can also require clients to fill out a new Form once or for every visit using the Always Require Form toggle. When clients book their appointment online, they will have to complete and submit the form before finalizing the booking.

Send A Form with Email Marketing

You can create an 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 to include the Form link and add a clickable button to the email, so it’s simple for clients to locate. Use a Before Visit email marketing campaign to send this email to your clients, which 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 the More menu (3 vertical dots) next to the form you want to use on your site, then select Embed in Website. Click Copy Code on the pop up. Take that code and paste it into your website to provide another convenient way for your clients to complete 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 More menu (3 vertical dots) next to your form, and then select Copy Link. Now you can share the link in any way you like.

Send Forms From the Calendar or Checkout Screen

If a client arrives for an appointment without completing a form, send the form to them using the calendar or checkout screen.

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, where you can click Send to Customer to send the form to the client’s device.