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 completely digital, they can be sent in many ways, making forms management easy for you and your customers. To learn more about our Forms feature, click here.
Here are all the ways to send Forms to your customers:
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 single visit by using the Always Require Form toggle. Now, when a customer books their appointment online, they will have to complete and submit the form before they can finalize the booking.
Tip
Requiring a form when booking is recommended as there is no way for the customer to bypass filling out the form. It will be required to book an online appointment.
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. This allows you to include the form link and adds a clickable button to the email so it’s simple for customers to locate. A Before Visit email marketing campaign will automatically send this email to your customers, so it is a great time saver.
Tip
Sending your form by email is also a great way to send a reminder about specific rules or guidelines prior to their appointment.
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 Action menu (3 vertical dots) 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 customers to complete their Forms.
Tip
This is a great way to create an intake form on your website.
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 the Action menu (3 vertical dots), and select Copy Link. Now you can share the link in any way you like.
Tip
This is a great way to get feedback via a survey. Try pasting the link to social media to maximize the feedback in a short amount of time.
If a customer 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.
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On the Calendar screen, click the customer’s appointment, then select Edit. Click Send to Customer on the popup note.
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Also on the Calendar, when you hover over an appointment, the status pop-up displays a link to fill out the required forms.
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On the Checkout screen, you'll see a popup note with choices to fill out the form or Send to Customer send it to the customer’s device.
Tip
This is a great way to safely send last-minute required forms to customers.
Comments
2 comments
Our system is set up to send customers specific forms depending on the service requested. We have several who receive a notification for all the forms we have in our system and can not skip until they fill each one out. We have double checked that they are not set up for "all customers" but for specific services. Any idea what might be causing this?
Hi Lindsey, I am going to escalate this comment to this issue can be closely reviewed by one of our support agents. They should be reaching out to you soon.
Thanks,
Jamie
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