Create a Post-appointment/Satisfaction Survey

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