Create a basic form template
In this guide, you'll learn how to create a basic form template to collect standard client information before or during appointments.
Create a basic form template
- From the main menu on the left of your screen, go to Settings.
- Select Client forms from the left menu panel.
- Click Create form.
- Enter a name for the form and add a description if needed.
- Choose from the available standard fields to include in the form, such as Name, Email, Phone number, and Signature.
- Toggle on Required for any fields that must be completed.
- Click Save to create the form template.
You can preview the form before saving to see exactly how it will appear to clients.
Link a form to a service
- Go to Settings > Services and open the service you want to link the form to.
- Scroll to the Client forms section.
- Select the form you created and choose when to send it: Before appointment or On arrival.
- Click Save to apply the form to the service.