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Send a Form to the Customer-facing Screen on the Vagaro Pay Desk

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Donna J
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If a client shows up to your business with an incomplete form, you can send it directly customer-facing screen of the Pay Desk, allowing clients to safely and easily complete the form on their own screen.

Send Forms from the Calendar Screen

  1. Select an appointment.

    PD_SF_1_2x.png

  2. Choose Edit.

    PD_SF_2_2x.png

  3. Tap Send Form to Customer on the pop-up note.

    PD_SF_3_2x.png

  4. Select Send to Customer Facing Screen.

    PD_SF_6_2x.png

  5. The client will now be able to complete the form on the customer-facing screen. Once they have completed the form, they tap Submit.

Send Forms from the Checkout Screen

  1. Select a customer.

    PD_SF_4_2x.png

  2. Tap Send Form to Customer on the popup note.

    PD_SF_5_2x.png

  3. Now select Send to Customer Facing Screen.

    PD_SF_6_2x.png

  4. The customer will now be able to complete the form on the customer-facing screen.

Note

Forms with file upload cannot be shown on the customer-facing screen of the Pay Desk. If you require your client to upload a file along with their form, send the form to their device instead. Follow the instructions on how to send a form to a client's device here.

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