You can create multiple forms in Salonized. You can fill in these forms directly from an appointment in the calendar, or from a customer profile.
In this article you will read where you create forms, such as an intake form, how to fill in the forms and how to find the completed forms.
Create a new form
You can create a form in the settings page. In the left menu you will find Forms.
In the top right of this page you can create a new form via the blue button. Forms are shown in alphabetical order.
Once you have clicked on "New Form" you enter the name of the form and the questions.
You can create more questions by clicking on 'add question'.
Change order of questions
You can change the order of the questions by clicking on the arrows that go up or down.
There are two rules for empty forms:
You can add a new form via the settings page, but not add any questions (yet). Such a blank form is not shown elsewhere in the program and can not be selected by a customer to be filled in.
If you open a new form from a customer to fill in but do not fill in any answers on the form (the form remains empty), the form is not stored with the customer.
To fill in a form
A form can be filled in from two places; from a customer's profile and from an appointment in the calendar.
From the customer's profile it looks like this:
Go to the "forms" tab and enter the first form here, or choose the "fill in a form" button to fill in an extra form.
You can fill in multiple forms per appointment. These forms can be found in the customer profile again.