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

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

Note

Forms with the File Upload module will not display on the customer-facing screen. If you require your customer to upload files along with their form, send the form to their device instead. See here to learn more.

Prerequisites

The Vagaro Pay Desk

Forms Feature is Required

Before following the steps below, activate the Forms feature.

Form First Steps

Before sending forms to customers, see the articles below:

Send Forms from the Calendar Screen

Navigate to the Calendar screen.
Tap an appointment with a required form. Appointments with the icon have a required form.
Select Forms.
A Form popup displays. You can fill, send, or view Forms from this popup. Select Send to Customer Facing Screen.
The customer can complete the form on the customer-facing screen. Once completed, they tap Submit.

Send Forms from the Checkout Screen

Select a customer.
A Form popup displays. You can fill out or send Forms from this popup.
Tap the down-arrow icon next to Send to Customer, then select Send to Customer Facing Screen.
The customer can complete the form on the customer-facing screen. Once completed, they tap Submit.

Articles in this section

Note

Prerequisites

Form First Steps

Send Forms from the Calendar Screen

Send Forms from the Checkout Screen

Comments

Articles in this section

Note

Prerequisites

Form First Steps

Send Forms from the Calendar Screen

Send Forms from the Checkout Screen

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