Once you’ve created forms, Vagaro’s Forms features include ways to manage them, get them completed by customers (both new and existing), control your employee’s access to forms, and, if needed, deactivate your forms subscription.
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To view all forms, both draft and published, click the Forms tab.
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Use the Status drop-down list to filter the list by status, and the Search box to filter by a selected keyword, like "Waiver."
In the sample screen, above, using Waiver for a search term would result in only 2 forms being displayed: "Liability Waiver" and "COVID-19 Waiver."
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Click any of the column headers to sort the list on that column. Click again to reverse the sort order.
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The entries in the Status column are all hyperlinks. Click one to either open a form that's still a Draft for editing or open a Published form to view customer responses.
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Click the
menu to access the following options:
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Edit the form.
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Delete it.
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Duplicate - opens a copy of the form in the form editor so you can make changes and save it as a new form.
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View Responses - from customers.
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Copy Link - to share the form with customers or in notifications.
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Embed in Website - to get code to use to put the form on your website.
Note
For a form that's in Draft status the only options are Edit, Delete, and Dupllicate.
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You can control an employee's ability to view, add, edit, and delete forms in your account. There are two places to control access to forms: the Forms Management access level and the Customers: Customer Notes, SOAP Notes & Forms access level. Click this link to learn more about access levels: Setting Access Levels - Web Version.
Go to:
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Web: → → .
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Vagaro Pro: → → → .
For overall management of forms, locate the Forms Management access level. Click View to allow employees to see all forms. Click Modify to allow employees to make edits and changes to forms. Green = enabled.
To control employee access to customers' forms, locate the Customer Notes, SOAP Notes & Forms access level, under Customers. Click View to allow employees to see customers' forms. Click Modify to allow them to add, edit and delete customers' forms. As above, green = enabled.
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