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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 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

  1. Navigate to the Calendar screen.

  2. Tap an appointment with a required form. Appointments with the sign_form_2x.png icon have a required form.

  3. Select Forms.

    select_forms_pd_2x.png

  4. A Form popup displays. You can fill, send, or view Forms from this popup. Select Send to Customer Facing Screen.

    send_customer_screen_pd_2x.png

  5. The customer can complete the form on the customer-facing screen. Once completed, they tap Submit.

Send Forms from the Checkout Screen

  1. Select a customer.

  2. A Form popup displays. You can fill out or send Forms from this popup.

  3. Tap the down-arrow icon next to Send to Customer, then select Send to Customer Facing Screen.

    popup_send_customer_screen_pd_2x.png

  4. The customer can complete the form on the customer-facing screen. Once completed, they tap Submit.

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