Forms: How do I add a Form to a Customer file?

To add a Form to a Customer File, tap Customers and locate the Customer in your Customer List

Tap on the Customers' name, then tap the FORMS tab

A list of any previously added Forms will appear in the FORMS section, tap on an existing form to open it

Tap the green + icon > Add Form to add a new form

Select the relevant form from the Add Form box, using the drop-down arrow

(PLEASE NOTE: You need to have created your Forms first. Currently, Forms can only be created using the Web or iOS apps, see How do I create a new Form?)

Tick the Prefill with previous form box if this Customer has previously completed this form, and you would like the new form to be pre-filled with their previous responses


Complete the New Form OR hand over your device to your Customer to complete the New Form

PLEASE NOTE: All required fields must be complete - if you or the Customer taps Save without completing all the required fields, an error message will appear:


The completed form will appear under the FORMS tab of the Customers' file and will view like this:

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