Assign a Form to certain services

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