Salonized forms help you collect data seamlessly, simplifying your daily operations and strengthening the relationship with your customers. You can fill them out during an appointment, update them via the customer profile, or send them straight to the client’s inbox. This article covers everything you need to know to create and manage your forms effectively.
How can I create a new form?
Creating a new form on Salonized is quick and easy. To do so:
Log in to Salonized.
Click on the gear icon to open the settings.
Under ‘Customers’ select ‘Forms’.
Click on ‘Create new’ on the top-right. You can choose between form and contract.
Click ‘Form’.
Fill in the details:
Assign a name to your form.
Add an introduction (optional).
Tick the box to send automatically when specific services are booked.
Select the treatments to which they apply.
Add your questions:
Write your first question and select the type.
Click ‘Add question’ to create a new one.
To change the order, click on the arrows (up/down) next to the questions.
Click ‘Save’ to confirm your changes.
Note: Your forms are displayed in alphabetical order.
What are the answer types I can add to my forms?
When building your form, you can choose from several question formats to best collect your client's information:
Open question: Provides a text field where the client can type a custom response.
Yes/No question: A simple question that only requires a "yes" or "no" answer.
Multiple choice, one answer: Allows the client to select one option from a list of possibilities.
Checkboxes: multiple answers. Best for questions where the client might need to select more than one option.
How can I edit an existing form?
If you need to make changes to a form you’ve already created, just follow these steps:
Go to Settings (the gear icon) and select ‘Forms’.
Click on the specific form you want to edit.
Adjust your form details as needed.
Click ‘Save’ to apply your changes.
Note: You cannot update the question type directly. If you need a different format, simply delete the old question by clicking the 'X' and add a new one in its place.
Where can I find my completed forms?
You can find all your completed forms and signed contracts in the customer profile under the ‘Forms’ tab.
If you want to know more about submitting forms to your customers, read this article. For further assistance, contact our support team. We will be happy to help you.
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