If you need to make changes to your form and SOAP note templates, you can do so on the Forms screen. Updating a template will not affect previous customer form responses.
Prerequisites: The steps below require the Forms feature, which is currently unavailable on the phone version of Vagaro.
To edit a form:
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Go to the Forms page.
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Web Version: Select Forms at the top of the screen.
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On a Tablet or Pay Desk: Select Forms at the bottom of the screen.
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Find the template you want to view:
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Use the Search
bar to look up the template.
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In the All Status dropdown, filter for Draft or Published templates.
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In the All Types dropdown, filter by Form or SOAP templates.
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At the end of the row of the form to be updated, select the Action
button, then select Edit.
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Make changes to your template as needed, then save it.
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