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Send a Form or SOAP at Checkout

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4 comments

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    Lindsey

    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?

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    Jamie Bennett

    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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    Michael

    Hi,

    We are thinking of adding forms to our account. This will be for a membership agreement and a liability waver. Question can we make the form required for each client but only once. I mean that once the client has submitted the forms they will will not be asked again for future appointments. We just need a way to get everyone to sign the forms and keep on file. 

    Thank you

    Mike

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    Jamie Bennett

    Hi Michael, You can require a Form for services, classes, memberships, or every time a customer interacts with your business. See Require a Form to learn more. With this setup, customers will be required to fill out the form of your choosing and will not be required to fill it out again unless they create a new profile. 

    Thanks,

    Jamie

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