Set Up Forms & SOAP Notes
- Activate the Vagaro Forms Feature
- Create a Form Template
- Create a New SOAP Note Template
- Make Forms Mandatory for Your Customers
- Require Customers to Log In When Completing a Form
- Send a Notification When a Form is Completed
- Set an Expiration Date for a Form
- Using Forms vs. SOAP Notes
- Require a SOAP Note for Services
- Import Forms and SOAP Notes to Vagaro
- Create Dot Phrases for Forms and SOAP Notes