Building a form - Ovatu Help Guides

To build a form, please click:

Manage
Forms, then
New form

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First, use the Details tab to save the overall form settings, then click Save

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Next, create your form items, using the Items Tab. The items are the questions and information you add to the form.

Click Add form item

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Here you can create all the items that will appear inside your form, including:

A Section which breaks up your form into parts

A Paragraph which is a chunk of text that appears inside your form

A Field which allow you to collect data in various formats:

Text
Long text
Select one (dropdown/Radio list) - select only one from a list of options
Select multiple (checkbox list) - select multiple options offered in a list
Checkbox
Yes / No
Number
Date
Signature
Annotation

Once you've entered the settings for the item click Add, which will add it to the form

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Your form items show in the order they're added, and you can reorder, editor delete them building-a-form

Click Preview so see how your form looks

Click Save when you're happy with your form items

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If you wish to require customers provide their consent (e.g. to store their personal information in your account) before they're able to submit it, you can do so on the Consent tab.

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Automating a form

Once you have built your form, you can have the system send the form request email automatically for you, asking customers to complete it. This is done by linking a form to a service and setting when the form request email should be sent when that service is booked.

Completing a form

Forms request emails related to an appointment can be automatically sent to customers. Forms can also be manually requested and completed in customer profiles.