Send Forms to Customers

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

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

Form Mandatory When Booking

You can require a form for specific services and classes, or all your services and classes using the toggle for Form is Mandatory When Booking when creating or editing a Form. You can also require customers to fill out a new Form once or for every visit using the Always Require Form toggle. When customers book their appointment online, they must 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 customer’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 customers to locate. Use a Before Visit email marketing campaign to send this email to your customers, 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 customers 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 on any other social media site 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 customer 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 customer’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 customer, a popup note will show up on the screen, where you can click Send to Customer to send the form to the customer’s device.