PocketSuite offers powerful tools to gather information from your clients, either through general intake questions or specific service-related forms. Here’s how you can effectively use Client Fields and Forms to collect and manage client data.
Using Client Fields for General Intake Questions
Client fields are the way to go for collecting general information from all clients. They are used to collect information that needs to be submitted by every client rather than service-specific information. For more information about the setup and use of client fields, visit our Suite Center article here.
Using Forms for Service-Specific Questions
If you need to gather information specific to a particular service, you can do this by using Forms.
Creating and Attaching Forms:
Navigate to Settings > Forms. You can either use a default form or create a new one by tapping the ‘+’ button.
Once your form is created, go to Settings > Services and select the service for which you want to ask the form questions.
Tap ‘Edit service’ and then select ‘Attach a form’. Choose the form you want to associate with the service and hit ‘Save’.
By using Client Fields for general intake and Forms for service-specific questions, you can efficiently gather and manage client information in PocketSuite. This allows you to customize the client experience and ensure all necessary data is collected during various stages of interaction.
Video Setup: