Login to your Online Portal
- Click Forms in the side menu
- Click Add
- Enter your Survey Title
- Example: "Post-appointment/Satisfaction Survey"
- Optional: Include a Survey 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 Survey Rules & Triggers, click Next Step - Settings
- In the Form Type dropdown, select SURVEY
- Select whether you want this Survey to be mandatory for everyone (regardless of which service or class they book) OR required for certain services
- To make the Survey required after the appointment, select "Require form after appointment is completed"
- Select whether you want the Survey to be required after the first appointment only and when the Survey should be repeated OR for every appointment
- Select whether clients should fill out the Survey immediately after appointment or x Days, Months or Years after appointment
- Click Preview to see how your survey will look from the clients perspective
- To complete your survey at a later time, click Finish Later
- Click Publish, when you have finished creating your survey
Please sign in to leave a comment.