Completed or incomplete forms cannot be deleted, but draft forms can be removed.

Can I attach multiple forms to a single appointment?

Yes, you can attach multiple forms to a single appointment by following the steps to add a form and repeating the process for each additional form.

How do I send a form reminder?

When a client books online and a form is required, they can complete it immediately or choose Maybe later. Reminders will be sent before the appointment. To send a form reminder: Open the Calendar and click on the appointment you’d like to view. Under Forms, you’ll be able to see whether the form has been completed. Click the three dots next to any form marked as To be completed. Select Send reminder. Click Yes, send reminder to reconfirm. Once confirmed, your form reminder email will be sent to the client.

Can any team member attach forms to appointments and profiles?

Team members will need permission for Clients, Appointments and Manage forms to attach forms to appointments and profiles. You can manage their permissions through your Workspace settings.

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Attach forms to appointments and profiles

Attach forms to appointments and profiles

Manually add forms to appointments and clients to collect important information, like consent or contact details. Learn how to add these and use the flexible completion options.

Adding forms to client profiles

Desktop
Mobile

To add a form to a client profile:

Open Clients and select Clients list.
Click on the client to open their profile.
Select Documents, then choose Client forms and click Add.
If your business has multiple locations, select the location the form applies to.
Choose an existing active form from your list or click Create new form.
Fill out the form select Complete or choose Options to:
1. Save as draft:
  Save your progress and finish the form later.
2. Send to client:
  Send the form for the client to complete.
3. Fill and sign:
  Click Sign in the signature box and enter the clients name and a title (optional), choose to manually Draw or Type the client's signature, then click Sign.

Afterwards, you can either return to the client’s profile or print the form.

To add a form to a client profile:

Open your Client list.
Tap on the client to open their profile.
Under Documents, tap on Client forms and tap Add.
If your business has multiple locations, select the location the form applies to.
Choose an existing active form from your list or tap Create new form.
Fill out the form select Complete or choose Options to:
1. Save as draft:
  Save your progress and finish the form later.
2. Send to client:
  Send the form for the client to complete.
3. Fill and sign:
  Tap Sign in the signature box and enter the clients name and a title (optional), choose to manually Draw or Type the client's signature, then tap Sign.

Afterwards, you can either return to the client’s profile or print the form.

Adding forms to appointments

You can add a form to an appointment at any time.

Desktop
Mobile

To add a form to a client's appointment:

Open Sales and select Appointments.
Use the search bar to search by reference number or client name.
Click on the appointment Ref.
Select the three dots by Pay now.
Click Add a form.
Fill out the form and select Complete or choose Options to:
1. Save as draft:
  Save your progress and finish the form later.
2. Send to client:
  Send the form for the client to complete.
3. Fill and sign:
  Click Sign in the signature box and enter the clients name and a title (optional), choose to manually Draw or Type the client's signature, then click Sign.

To add a form:

Open Sales and select Appointments.
Use the search bar to search by reference number or client name.
Tap on the appointment Ref.
Select Actions (the three dots) on the bottom left by the Checkout button.
Tap Add a form.
Fill out the form and select Complete or choose Options to:
1. Save as draft:
  Save your progress and finish the form later.
2. Send to client:
  Send the form for the client to complete.
3. Fill and sign:
  Tap Sign in the signature box and enter the clients name and a title (optional), choose to manually Draw or Type the client's signature, then tap Sign.

You can add up to five signatures to any form, just click Options again and select Add signature. If a form requires a signature, at least one signature is necessary to complete it, whereas forms without this requirement can still be completed without a signature.

FAQs

- Can I delete a form?
- Can I attach multiple forms to a single appointment?
- How do I send a form reminder?
- Can any team member attach forms to appointments and profiles?

Attach forms to appointments and profiles

Adding forms to client profiles

Adding forms to appointments

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