URL: https://www.mangomint.com/learn/creating-form-templates/ [Home](/learn/) [Forms & Charting](/learn/help-articles/forms-and-charting/) [Creating & Requesting Forms](/learn/help-articles/forms-and-charting/creating-and-requesting-forms/) # Creating Form Templates - - - - - To create and modify form templates, you must be an Admin user, or you must have the [Can manage form templates](/learn/staff-member-permissions/) permission enabled in **Staff Member** settings. To view **form examples** and download **form templates**, the following resources from the Mangomint blog are available: - [Salon and spa intake forms](/blog/salon-spa-intake-form-examples/) - [Medical spa consent forms](/blog/med-spa-consent-forms/) - [Tattoo intake forms](/blog/tattoo-intake-form-examples/) ## Link copiedCreate a form templateLink copied To create a form template, open the **Forms** app and select **Manage templates > Add Form Template**. You can build and customize your form template using the **Details**, **Form Fields**, **Preview**, and **Advanced** tabs. ## Link copiedDetails tabLink copied In the **Details** tab, specify who should fill out the form, how often the form needs to be filled out, and which appointments should require the form. ### Link copiedWho fills out this form?Link copied - **Clients who book an appointment: **Select this option for client forms, such as intake forms and waivers. - **Staff members: **Select this option for staff member forms, such as SOAP notes and treatment summaries. - **Anyone (external form): **Select this option for external forms, such as a form on your website for requesting appointments. When you select this option, a link to the form will be displayed. Anyone with this link can submit the form. ### Link copiedHow often does it need to be filled out?Link copied - **Every time they book an appointment/For every appointment: **For client forms, select this option if the client needs to submit the form every time they book. This is useful for collecting information such as recent changes to allergies or medications. For staff member forms, select this option if the staff member needs to submit the form for every appointment. - **Only once for each client: **Select this option if the form only needs to be submitted once for each client. ### Link copiedWhich appointments is it for?Link copied Specify if the form should be submitted for all appointments or only for appointments with specific services. For example, for a client facial intake form, select **Only for appointments with specific services** and add the entire facials category or specific facial services. ### Link copiedDoes this form require review?Link copied Specify if this form needs to be reviewed and approved once submitted. [Learn more about this setting](/learn/approving-a-form-submission/). ## Link copiedForm Fields tabLink copied In the **Form Fields** tab, build your form template using the available form fields. - **First/Last Name** field - If you add this field to the form template, the field will be pre-filled with the client's name when the form is requested. If the client's name is updated on the form, the client profile will also be updated. - This field includes an **Ask for pronouns** toggle that you can enable to ask the client for their pronouns. If the client adds their pronouns to the form, their client profile will also be updated. - **Email**,** Phone Number**, and **Birthday** fields - If you add these fields to the form template, the fields will be pre-filled with the client's information if the **Connect to client’s email/phone number/birthday** toggle is enabled. If the toggle is enabled and the field is updated on the form, the client profile will also be updated. The **Available in flows** toggle is also available for specific form fields. [Learn more about using this toggle](/learn/using-form-responses-with-flows/). ## Link copiedPreview tabLink copied In the **Preview** tab, you can see what the form will look like when enabled. ## Link copiedAdvanced tabLink copied In the **Advanced** tab, you can add a custom message that will display on the confirmation screen when a client or external form is submitted. You can use the hyperlink button to add a link to the message. Once you've finished creating your form template, you can enable it. - [Learn how clients can complete their forms](/learn/sending-forms-to-clients/). - Staff member forms will be located in the appointment details for staff members to complete. Once a form template is enabled, you can also [manually add the form to an existing appointment](/learn/adding-a-form-to-an-existing-appointment/). ## Can't find what you're looking for? with us to talk to a real person and get your questions answered, or browse our [on-demand videos](/videos/). *** [](/) © Mangomint, Inc. All rights reserved.