Once the imports team adds your form, it appears alongside any forms you create yourself. You can edit it, send it, or attach it to the services, reservations, packages, and subscriptions you sell.
How You Will Know The Import Is Done
When the imports team finishes, you get a message in the app letting you know your forms are ready. If you have notifications turned on, it arrives as a notification on your phone like any other message.
Finding Your Imported Form
- If you have not turned Forms on yet, go to Settings > Features and switch on Forms.
- Go to Settings > Forms. Every form on your account appears here, including anything the imports team added.
- Tap the form, then tap Edit form to check its settings. If For clients to complete is off, the form is internal only and cannot be sent to a client.
What You Can Do With Your Form
- Tap the form name. A menu opens with four options.
- Share form link gives you a link to the form that you can send or paste anywhere.
- Edit form opens the form's details so you can rename it, change how often clients have to complete it, attach a contract, and add a description.
- View & edit fields opens the fields on the form so you can add, change, or reorder them.
- Copy form creates a duplicate you can change without touching the original.
Previewing Your Form
- Tap Share form link. Your phone's share menu opens with the form's link. Copy the link, then paste it into your browser.
- You will see the form exactly as your client sees it.
Sending A Form To A Client
There are two ways to send a form.
From Forms on your home screen
- Go to Forms on your home screen and tap the + in the top right corner.
- Tap the form you want to send, then tap the client you want to send it to.
- Choose Send form to send it to the client so they can complete it.
- Choose Fill out form to complete it yourself on their behalf.
- Dismiss closes the menu without sending anything.
From the client's message thread
- Open the client's message thread and tap the $ icon at the bottom.
- Choose Send a form.
- Pick the form from the list and tap Send form.
Choosing How Often Clients Complete A Form
Tap the form name, choose Edit form, then tap the Always require setting. It opens a list of options (not an on/off toggle) that controls how often a client must complete the form:
- For each checkout: required every time the client checks out
- During the first checkout: only required the first time the client checks out
- Every month
- Every 2 months
- Every 3 months
- Every 6 months
- Every 12 months
- Every 18 months
- Every 2 years
- Every 3 years
For example, if you attach a form to a service and leave Always require on During the first checkout, a client who has already completed it will not be asked again. Choose For each checkout if you need a fresh copy every time, or one of the recurring options if you need it refreshed on a schedule.
You can attach a form to a service, a reservation, a package, a subscription, or online booking. On a service, reservation, package, or subscription the setting is called Attach a form. For online booking it is called Requires form, and it lives under Edit checkout.
Questions About Your Imported Form
If anything about your imported form doesn't look right, reply to the message you received in the app so the team has the context.