Forms: How do I email a Form request to a Customer?

Emailing a Form Request to a Customer allows you to send an email prompting the Customer to complete and submit a Form online


To email a Form Request to a Customer, tap Customers and locate the Customer in your Customer List


Tap the Customer Name > FORMS tab

To email a request to complete a new form, tap the green + icon


 Tap Request Form


please note: You need to have created your Forms first, see How do I create a new Form? Creating a new Form can only be via the Web or iOS apps


Tap the drop-down arrow and select the relevant Form from the Request Form box


Check 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 the previous responses


Tap REQUEST


The Requested Form will show in the Customer's Profile with an orange Requested tag:


The Customer will receive an email, asking them to complete this Form online


When the Customer clicks Fill out now, they are directed to complete the Form via your mini-site


Once your Customer has completed the Form and clicked Submit, you will receive an alert



The completed Form will be displayed within the Customer Profile under the FORMS tab

You can re-send a Request by long tapping the Form in the list Request Update


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