Skip to main content
Top

Managing Forms

Updated

Now that you have learned what forms are and how they can be used, we will cover how to - 

 

Create a New Form

In this scenario we will create a waiver form that we want the client to fill out and submit. You can begin by going to Settings > Forms as shown below - 

 

If you have not added any forms to your account before, you will see a link to add a new form as shown highlighted in red below or you can also click on the Add New Form button as shown with the red arrow - 

 

After you click on either the link to add a new form or the Add New Form button, you will be taken to the Add New Form page. The Overview section allow you to add the following - 

  1. Form Name - The name of the form that your clients will see while filling it out.
  2. Form Email Address - The email address that gets notified when a form's status gets changed. The email tag that populates this is %DISCLAIMER_FORM_EMAIL%.
  3. Required - Designates if this form will be required to be filled out by the client.
  4. Stylesheet - If you want to add any custom styling to this form, you can add a stylesheet here that will get applied to the form.
  5. Expires after - If this form is only valid for a certain number of days, enter that number here.

 

Once all the necessary values have been entered, you'll want to click on the green Save button on the upper right - 

 

After you click on the Save button you will be taken to the Overview tab in the Form Profile, and here you can make additional customizations to the form - 

  1. Hide Form Details After Submission - This makes it so that after a client submits this form, they will just see the success message and will be unable to see all the fields they filled out. Note that this prevents clients from printing completed forms.
  2. Thank You Message - This is the message that appears to the client immediately after they submit the form.
  3. Already Submitted Message - This is the message that appears to the client if they go to fill out the form after it has already been submitted.
  4. Form Creation Mode - This determines how forms should be created and added to a client profile. Options include - "Do not auto add form", "Add form to client profile whenever a new client is created" and "Add form to client profile based on booking appointment for specific service & class".

To make changes to any of these fields and others in the Overview section, click on the blue Edit button on the upper right - 

 

In this case I've set the Thank You Message to "Thank You for submitting your waiver form!" and the Already Submitted Message to "You've already submitted your waiver form." - 

 

 

Add Fields to a Form

Now that we've covered how to create a new form, we will explore how to add fields to a form. Fields are the areas of a form that clients interact with - for example, if you wanted your form to say Name at the top and have a place for clients to input their name, that place where the client enters their name would be a field. Once your form has been created and the necessary changes have been made to in the Overview section, click on the Fields tab on the left side of the Form Profile - 

 

If you have not yet added any fields, you'll want to click on the Add your first field now link shown with the red arrow above.

Once you've clicked on the link you will be able to select the type of field you want to add - Description, Variable Description or Form Field. These can be seen described below - 

  • Description - Fields where you add text to form the message of the form. For example, if you're adding a waiver form you can use this field to add a statement waiving responsibility in case of injury. 
  • Variable Description - Fields where you can input default values and select from these preset values at the time you are sending the form to a client. For example, if you have a situational message to share with your clients. 
  • Form Field - Fields where you require input from your clients, such as their name or the date.

 

As an example, I will demonstrate adding a form field where the client is prompted to enter today's date. After you select to add a new field of type Form Field, you will be give the option to add the following attributes to that field - 

  1. Data Type - In this area you can determine the method that clients use to input data. Options include text, text area, date, radio dial buttons and checkboxes.
  2. Label - In this area you can enter the text that displays next to the field and prompts the client to enter the data.
  3. Required - In this area you can check the box if you want to designate the field as required.
  4. Type -  If you select to add a text field as the Data Type, in this area you can determine the type of date the client will be will be prompted to enter in the field.Options include - telephone (tel), email (email), text (text), number (number) and signature (signature). If signature is selected, the field will be formatted to accept the client's signature.
  5. CSS Classes - In this area you can apply a custom CSS styling sheet to this field. For more information about CSS, you can go to this page that covers adding adding CSS to booking sites.

 

In the example above I added a Date field (1), set its label to "Today's Date" (2), set the field to required (3), the type was automatically set to Date (4) and I decided not to apply any custom CSS styling (5). After the information has been entered for the field click on the green Save button on the upper right.

After the new field has been saved the page will change appearance to give you a quick preview of the field and allow you to add more fields to the form or remove fields that have already been added. To make changes to any field hover your cursor over the field you want to edit and use any of the buttons on the right side - 

  1. Edit - Click on this blue pen button to edit the field.
  2. Position - Use the up & down arrows to move this field in relation to the other form fields.
  3. Add - Click on this green + button to add a new field.
  4. Delete - Click on this red trash button to delete this field.

 

For this example, I will click on the green + button to add a new field to the form. This new field will contain a statement that waives the business's responsibility in case of client injury, so I will add a new Description field. I'll enter the statement in the text box below, and then click on the green Save button to add the field to the form - 

 

After the field is added to the form a preview of the form will appear in the screen - 

 

I will then add 3 more form fields to the form I am creating, 1 for the client to enter their signature - 

 

Another field for the clients to enter their name - 

 

Lastly, 1 field for the clients to enter their phone number - 

 

Once all the fields have been added, a preview of the form will be appear on the screen - 

 

 

Clone a Form

To view a list a list of all your forms go to Settings > Forms - 

 

Once on the Forms page you will see a list of all your forms and will have the options to add a new form, view an existing form, clone a form and delete a form. To delete multiple forms at once, check the boxes next to the forms you wish to delete and click on the red Delete button - 

 

In this section we will focus on cloning a form. I've created a new form and named it "Emergency contact" - this is a required form and the client has to enter contact information of somebody we should contact in case of an emergency - 

 

I want to use the same format as I have on the Emergency Contact form for a particular class I want to introduce. Once clients have signed up for the class I want to send them this form so they can provide the information of any additional guests who will be attending the class. To avoid having to create a new form, I will simply clone the Emergency Contact form and make some adjustments to it. Begin by clicking the Clone button next to the Emergency Contact form - 

 

This will create a new form called "Copy of Emergency Contact",  and I can click on the View button to change the necessary changes - 

 

Once in the Form Profile, click on the blue Edit button in the Overview section to make the changes to the Form Name field and to make this form not required - 

 

Once the changes have been saved this new updated form will appear in the list of forms - 

 

Related articles

Powered by Zendesk