Forms: How do I automate forms?

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

To automate a form, you need to first have created your form, as well as the service you wish to attach it to.

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:

FormSelect the form you would like to automate, from your list of existing forms.
FrequencySelect 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 ModeSelect 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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