Forms can be attached to individual Services and requested automatically in the following ways:
- By automatically emailing a form request to the customer at the time the appointment is booked.
- By scheduling a time for the form request to be emailed to the customer.
- By creating an internal prompt when viewing the appointment.
Please note: Form automation is currently available via the Web App Only
Open your Service edit window by clicking Manage > Services > List then click on the Edit button for the Service, then select the Forms tab:
Complete your selection from the following, then click the button:
|Form||Select the form you would like to automate, from your list of existing forms.|
|Frequency||Select how often the form will be required:|
Each Reservation - Every single time an appointment is booked for this service.
Once Per Service - Only the first time this service is booked for a given customer.
Once Per Customer - Only once for any given customer.
|Request Mode||Select when the form will be requested:|
Request at time of Booking - A form request will be emailed to the customer at the time the booking is created.
Scheduled Request - The form request can be sent a number of hours before or after the appointment. Use the Scheduled Time (hours) field to schedule when the form request is to be sent.
Internal Prompt - A form request will not be sent. However, the appointment window will contain a prompt to ask the customer to complete the form.
If the form has not been completed at the time of the reminder email, a form request reminder will also be sent.
Forms can be removed from the service using the button.
Automated forms will be displayed within the booking tile like so:
Once a form is completed, it can be viewed using the View button:
All customer forms can be viewed in one place via the customer file.
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