Creating a Form

1. Access Settings from the home screen.
2. Select Forms in the sidebar.
3. Click Add New to create a form.
4. Name your form and add an optional message.
5. Set the form as required for booking completion.
6. Assign the form to specific services, events, or memberships, or trigger upon login.
7. Define the form's availability with start and end dates.
8. Set Keep History of Forms to yes to autofill customer form fields with their previous submission should they fill it out again. If an existing form changes, this will keep the old form and add the new one.
9. Enter Admin Email if you'd like to send them a notification that the form has been created.
10. Save the form.
11. Go to the Fields tab, and click the Add button and add a name to your field.
12. Choose from the multiple Field Type options.
13. Setting Required to yes will ensure that the customer must fill out this field in order to complete the form.
14. The Default value field will autofill the field with whatever you put here.
15. The Help Text field will provide your customer with further information on how to fill out this field.
16. Click the Save field then continue to click the add button and add all of your form fields.
17. Selecting Radio Button or Drop Down list will allow you to create your own custom values for your customers to choose from.
18. Click the add button that appears, add your value and then click Save. Repeat the process.
19. Delete or modify a field by highlighting it and clicking the edit or remove button.
20. Once your form is finished, you can click the Preview button to see what it will look like to your customers.