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Create client consultation forms
Create client consultation forms
Gather important details from clients in-store or ahead of their appointment. We’ll walk you through how to create client forms with customizable sections.
Getting started
Before you begin, it’s helpful to know that there are two types of forms you can create and add to client profiles or appointments:
- Automatic forms:
These are attached to specific services and will be automatically sent to clients before their appointments. - Manual forms:
These can be added to any appointment or client profile at any time you choose.
Creating client forms
- Desktop
- Mobile
To create a form:
- Open Workspace settings, then select Forms.
- Click Add.
- Select Add your first section and choose which type of section you want to add before clicking Add section:
- Client details:
This is a standard section where you can add a title and description and select the pre-defined details you want your clients to provide. - Custom selection:
This allows you to add a title, description, and create questions and choose an answer type.
- Client details:
- Build your form by dragging and dropping sections or clicking to add more.
- Click Next step to fill out your Consultation form details.
- Enter a Consultation form name.
- Select how you want your form to be sent:
- Before appointment:
Set the form to automatically send to clients to complete once their appointment is booked.
Use the first dropdown menu to choose whether you want to ask the client to complete the form Every time they book an appointment or Only once.
Under Ask clients to complete when booking, Click Edit and select the services you want the form to be associated with before clicking Apply. - Manually:
Choose when to send your clients the form by adding it to their appointment.
- Before appointment:
- Use the toggle under Signature to enable a client signature requirement. Clients will need to type their full name or draw their signature in the Client signature box when consenting to the information outlined in the form.
- Click Save to create your form.
- Choose when to activate your form, ready to send to clients:
1. Activate later:
Leaving your form inactive means it will not be available to automatically or manually send to clients until you activate it at a later time.
2. Activate now:
Review that you’re happy with your form settings and check the box to send the form to clients with future appointments that have already been booked.
To create a form:
- Open Workspace settings, then select Forms.
- Tap Add (+).
- Select Add your first section and choose which type of section you want to add before tapping Add section:
- Client details:
This is a standard section where you can add a title and description and select the pre-defined details you want your clients to provide. - Custom selection:
This allows you to add a title, description, and create questions and choose an answer type.
- Client details:
- Create your section title, and description.
- Tap Add section.
- Use the dropdown to create your first answer type/item, and then type your first question.
- Next, add a new question or item underneath your first question.
- You can Add a new section to your form by tapping the plus button (+) and creating a new section.
- Select Next step.
- Select how you want your form to be sent:
1. Before appointment:
Set the form to automatically send to clients to complete once their appointment is booked.
Use the first dropdown menu to choose whether you want to ask the client to complete the form Every time they book an appointment or Only once.
Under Ask clients to complete when booking, Tap Edit and select the services you want the form to be associated with before tapping Apply.
2. Manually:
Choose when to send your clients the form by adding it to their appointment. - Use the toggle under Signature to enable a client signature requirement. Clients will need to type their full name or draw their signature in the Client signature box when consenting to the information outlined in the form.
- Tap Save to create your form.
- Choose when to activate your form, ready to send to clients:
1. Activate late:
Leaving your form inactive means it will not be available to automatically or manually send to clients until you activate it at a later time.
2. Activate now:
Review that you’re happy with your form settings and check the box to send the form to clients with future appointments that have already been booked.
The Client details section of your forms will be filled in automatically using the personal data that has been saved under the client’s profile.
Activating client forms
Once created, you’ll have the option to activate a client form.
- Desktop
- Mobile
To activate a form:
- Open Workspace settings, then select Forms.
- Locate the form you want to activate.
- Click on the three dots next to the form and select Activate.
- Review the terms of your form. If you’re activating an automatic form, tick the box if you want to send the form to clients with future appointments.
- Select Yes, activate to confirm.
To activate a form:
- Open Workspace settings then select Forms.
- Locate the form you want to activate.
- Tap the three dots next to the form and select Activate.
- Review the terms of your form. If you’re activating an automatic form, tick the box if you want to send the form to clients with future appointments.
- Select Yes, activate to confirm.
You can deactivate a form using the same steps. Click the three dots next to the form, select Deactivate, and click Yes, deactivate to confirm.
FAQs
Can I assign more than one service to a form?
How many forms can I create?
Do I need to pay to send my clients a form?
Can anyone in my team make a form?
Where can I find all of the forms I’ve sent?
Why won’t the client signature request show on my forms?
How do I delete a form?
How do I manage my forms?
Why is there a COVID-19 form on my list?