Features: Forms

If you tend to capture the same types of info from your clients over and over, consider making a form they can easily fill out on their phones or computers in advance. It'll all be saved in their client profile so you can easily refer to it at any time. Here's how:

Begin by making sure the forms feature is turned on in settings > features > forms > save.

You'll then have a section in settings called Online forms. You can tap + to create a new form. 

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First, you'll name and save your form. Then, you'll add your fields.

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There are several field types to choose from, but do note that "integer" is just a fancy word for number. You can decide at this point if you'd like to make the question required or optional. 

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Protip: If you choose multiple choice, be sure to go in and add the choice options individually. 

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Once you have all your fields in place, you may want to preview the form to see how it will appear on the client's side. Tap the form name > preview

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You can then send the form to the client in a message by tapping the WWW button at the bottom or make it a required part of booking. You'll also have a Forms dashboard on the home page of the app where you can send a form.

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Protip: You're always welcome to send us your forms to support@pocketsuite.io and we will import them into your account for you!

If you'd prefer a video visualization of this feature, checkout this instructional video below:

 

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