Forms and SOAP Notes – Vagaro Support

Set Up Forms & SOAP Notes

Activate the Forms Feature

Create a Form From Scratch

Create a Form Using a Template

Create a SOAP Note Template

Make a Form Mandatory for All Clients

Make a Form Mandatory When Booking

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Form & SOAP Note Modules

Add a Separator

Add the Choice Module

Add the Contact Module

Add the Date and Time Module

Add the Drop-down Module

File Upload Module

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Manage Forms and SOAP Notes

Edit a Form & SOAP Note Template

Duplicate a Form & SOAP Note Template

Delete a Form or SOAP Note Template

Convert Forms and SOAP Notes

Allow or Block Employee Access to Forms & SOAP Notes

Send & Fill Out Forms & SOAP Notes

Fill Out a Form from a Customer's Profile

Fill Out a SOAP Note From a Customer's Profile

Send a Form From the Calendar

Send a Form or SOAP at Checkout

Send a Link to a Form

Embed a Form on Your Website

View Customer Responses

Edit Form & SOAP Note Responses

Delete Form & SOAP Note Responses

Print a Customer's Form or SOAP Note Response

Download a Customer's Form or SOAP Note Response

View a Summary of Form & SOAP Responses

See Who Has Filled Out a Form & SOAP Note

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