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Ovatu

How do I create a new Form?

To create a new Form, choose Manage > Forms

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To add a new Form, click +Add Formhow-do-i-create-a-new-form

Complete the following fields in the Add new form box:

FieldDescription
TitleEnter a title for the Form
Prefill With Previous Form DefaultIf you select this checkbox, then when a Customer goes to fill in the form, if they have previously already completed this form, the new form will be prefilled with their previous responses
InformationEnter any information for your own internal reference
InstructionsEnter Form instruction. These will appear at the top of the Form and also in the Form request email
PermissionSelect from:**Open -Once the Form is submitted, it can be opened and editedSecure -**Once the form is submitted, it can no longer be edited, only viewed (In or order to comply with certain privacy legislation, there is now the option to unlock a locked form)
Allow Customer Send CopyIf you select this checkbox, then when a Customer completes their own form via the mini site, they have the option to email themselves a copy
Automation EnabledThis checkbox is pre-selected, which allows the form to be sent automatically when set to do so in a Service's settings. Deselecting it stops this form being automatically sent by the system. See How do I automate forms?When deselected an Automation: Disabled tag displays in the Reservation window and the Edit Service window for forms that have been scheduled and the form is not sent automatically:how-do-i-create-a-new-form

You may choose to enable the Consent section. To do so, complete the remaining fields:

FieldDescription
Consent EnabledSelect this checkbox to enable the consent feature
Consent TitleEnter the title of the consent eg 'Data collection consent'
Consent ContentEnter the content 'We collect your data in accordance with privacy legislation'
Consent Accept LabelEnter the accept checkbox label eg 'I accept'

Enabling the Consent function means that your customer will be required to select a consent checkbox in order to submit the form. The form with then appear in their customer file with a Consent Accepted label:

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When you are happy with all of your form settings, click Save

You will now see an option to +Add Items (questions, text etc) to your Form

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To add an item to your form, click +Add Itemhow-do-i-create-a-new-form

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You are able to add the following items to your form:

Add each item, one at a time, clicking Save after each

The Form Items will appear in the Itemssection of your Form

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Form Items can be:

  • Edited by clicking the **Pencil/**Edit icon
  • Deleted from the Form by using the Deleteicon
  • Re-ordered by holding down the Re-order icon and dragging the item up or down the list how-do-i-create-a-new-form

To preview your form, click the Preview button at the bottom of the screen how-do-i-create-a-new-form

To create a new Form, tap Manage, then tap Forms

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Tap Edit

Tap + Add Form and complete the following fields:

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FieldDescription
TitleEnter a title (name) for the Form
InformationEnter any information for your own internal reference
InstructionsEnter Form instruction. These will appear at the top of the Form and also in the Form request email
Pre-FillSlide the Enable button to the right to pre-fill a New Form with information from a previously completed Form on file for this Customer
PermissionSelect from:**Open -Once the Form is submitted, it can be opened and editedWrite Lock -**Once the form is submitted, it can no longer be edited, only viewed

You may choose to enable the Consent section. This means that your customer will be required to select a consentcheckbox in order to submit the form. The form with then appear in their customer file with a Consent Accepted label. 

how-do-i-create-a-new-form

FieldDescription
Consent EnabledSelect this to enable the consent feature
Consent TitleEnter the title of the consent eg 'Data collection consent'
Consent ContentEnter the content 'We collect your data in accordance with privacy legislation'
Consent Accept LabelEnter the accept checkbox label eg 'I accept'

Tap + Add Item to add Items (questions, text etc) to your Form

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You are able to add the following items to your Form:

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Add each Item one at at time, tapping Save after each. The Form Items will appear listed in the Items section:

how-do-i-create-a-new-form

Form Items can be:

  • Edited by tapping directly on them
  • Deleted by tapping the red delete icon
  • Re-ordered in the list by tapping, holding and dragging the re-order icon

You can Preview your Form by tapping thePreviewbutton

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