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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:
- Save as draft:
Save your progress and finish the form later. - Send to client:
Send the form for the client to complete. - 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.
- Save as draft:
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:
- Save as draft:
Save your progress and finish the form later. - Send to client:
Send the form for the client to complete. - 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.
- Save as draft:
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:
- Save as draft:
Save your progress and finish the form later. - Send to client:
Send the form for the client to complete. - 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.
- Save as draft:
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:
- Save as draft:
Save your progress and finish the form later. - Send to client:
Send the form for the client to complete. - 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.
- Save as draft:
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?