You can download a batch csv if you need to view clients' data in one place, or if you want to export the data to your CRM or booking system, for example.
To download a batch csv please watch the video and follow the steps below.
1. Click on Submitted Forms
2. Click on ‘Batch CSV’
3. Enter a ‘from’ date and a ‘to’ date for the period you want to generate a csv for
4. Select the form
5. Click on ‘Export’ - The file should download automatically to your PC/Desktop
6. Go to a new spreadsheet
7. Import the downloaded file
8. Retrieve the client’s details
9. If you need to export more than one form type, you can simply open a new spreadsheet or add in a new sheet to the same spreadsheet and follow steps 1-8 again
Once you have received a submitted form it will be stored on your Aesthetics Forms account. You can also download a copy of the form for your records. You can download a PDF, which will then allow you to print or save the document to your device. You ...
When a booking is made on your calendar both you and your client will receive a confirmation email. The email to the client will include the booking details, as well as the link to the form required for the booking. There are also calendar icons for ...