Create and share an external form

From the main menu on the left of your screen, go to Settings.

Under Workspace settings, click on Forms to open your list of forms.

Click on the Create form button to begin.

Select External form from the options. 

Choose how you want to create a new form to continue:

1. Create a blank form: Click Create new build your own pages and questions from scratch.
2. Use a template: Pick from ready-made templates, including forms you previously created. Click Preview to see how a template looks and Use template customize it.

Enter a Name that clients see when they’re asked to complete the form. Add an optional Description and Category to help your team find and use the right form.

1. You can choose from categories that you have previously created or create one by selecting Create new category.

In the Build tab, select the page to open the Edit Page panel to add a Title and an optional Description for your form.

To build out your form, choose components from the panel on the left. Click a component to add it, or drag it onto the page where you want it:

1. Custom: Select the types of fields you want to add to your form, including different questions, text boxes, and signatures. 
2. Client details: Add fields for specific information you want about your clients on the form. These are automatically filled from the client’s profile, and any changes they enter updates on their profile when the form is completed.

In the Edit component panel, type the question you want to ask and fill in the component’s other options, such as answer choices.

Tick the boxes to choose when clients need to answer the question:

1. Require this field: Clients must answer this question before they can complete the form.
2. Conditional logic: Show a question based on a client's previous answer. Under Show question if, select the earlier question, then choose which answer triggers this question to appear.

In the Settings tab, choose how clients fill out the form by enabling the following options:

1. Pre-fill answers from previous submissions: Let returning clients start with the answers they gave last time.
2. Allow multiple submissions: Let the same person submit the form more than once.
3. Redirect to URL: Send people to a web page after they submit the form, such as your website or booking page. Enter the page’s URL.
4. Display custom message on success screen: Show your own message after someone submits the form, such as a thank-you note or what happens next.

Click on the Create form button in the top right to save it. 

Your external form has been created and is ready to share. Click Done to return to your client forms list.

Next to the form you want to share, click Actions (three dots) and select from the following options:

1. Copy link: The link copies, allowing you to paste it wherever you want to share it, for example on social media or on your website.
2. Copy QR code: In the pop-up, select whether your code is black or white. Then click Copy or Download to choose how to share it. You can print it on business cards, flyers, or your salon window.