Example of Forms required for certain services: Hair Colour Form, Skincare Form, Eyelash Extensions Form.
How to: Assign a a new Form to certain services
Login to your Online Portal
- Click Forms in the side menu
- Click Add
- Enter your Form Title
- Optional: Include a Form Description to describe the purpose and intended use of this form
- Drag and drop Form Elements into your Form layout to add and format text, images, files, and other content fields as needed
- Once you are ready to set your Form Rules & Triggers, click Next Step - Settings
- To assign the Form to certain services, select "Form is required for certain services"
- Select the services (and/or classes) that you wish to assign the Form to
- Click Save
- Click Preview to see how your form will look from the clients perspective
- To complete your form at a later time, click Finish Later
- Click Publish, when you have finished creating your form
How to: Assign an existing Form to certain services
Login to your Online Portal
- Click Forms in the side menu
- On the form you wish to assign to certain services, click View Form
- Click Next Step - Settings
- To assign the Form to certain services, select "Form is required for certain services"
- Select the services (and/or classes) that you wish to assign the Form to
- Click Save
- Click Preview to see how your form will look from the clients perspective
- To complete your form at a later time, click Finish Later
- Click Publish, when you have finished creating your form
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