Forms Overview

Keeping track of your client’s information is an important matter for all businesses. Being able to record specific details of your client such as photos, ratings, medical conditions, new client info or even preferences for an upcoming appointment. We have a small info page on Forms here, feel free to have a quick look over.

Forms can be quickly created from a template, then adjusted to uniquely match your business. You can add and change your business logo, form layouts, data specific to your industry and more.

Forms can be digitally signed, stored with the client profile and easily retrieved at any time. They can be updated (if you allow) and send digitally to the client’s phone, so there is no requirement to clean or sanitize your own equipment. Furthermore you can assign staff security to Forms to ensure only those that have permission, can view and edit the Form info.

Frequently Asked Questions:

The Form comes up white when I or my Client tries to view it.

This can be caused when there is a Two, Three, or Four Column Row being used and not all the spots are filled, this confuses the system as it doesn’t know what to show and causes the page to not load correctly.