Setting up form naming will help you to identify your forms once they’ve been submitted. You can set up by Client Name, Form Name or even by Salon Location, Therapist Name etc. Watch this short video to help you set up form naming!
You can create folders and sub folders for your clients within the system and form templates can be set up to automatically move into a specific folder on submission. This helps to organise your submitted forms for quick and easy access. By creating ...
This is a short tutorial video showing you how to set up a sum field on a form. A sum field will automatically perform a calculation on a form so that your clients don’t have to! To set up a sum field go to the Form Builder / Click on ‘Advanced’ in ...
You can now set a due date and reminders for your forms. Click on 'Send Form'. Select the form template. Select the delivery method. Please note with sms you can only set the due date, not reminders. Then select a due date. You can set the reminder ...