FAQ: Forms & Charting

When you disable a form template, any existing appointments for which the form has already been requested will not be changed.

If you need to remove a form request from an appointment, locate the form in the appointment details and select Remove.

If you update a form template that is currently enabled, form submissions will not be affected.

Form requests will be updated automatically, unless the form is In Progress. If the form is In Progress, the form will display a message allowing the staff member to switch the form to the updated template.

If the appointment services are changed, forms are not automatically updated or removed from the appointment. You will need to manually remove any forms that are no longer required and add the correct forms.

You can send an internal automated message to specific email addresses when a client, staff member, or external form is submitted. You can also specify an email address that should only receive emails for external form submissions. To set up the internal automated message, open the Settings app and select Automated Messages > Form Submitted.

You can also build an automated flow with the Form submitted trigger to receive an email or text message when specific forms are submitted. By using an automated flow, you can also include form responses in the notification, and send different notifications based on the form response.

In addition to collecting photos from clients during booking, client photos can be added to forms, and they can also be added directly to the client timeline.

To add client photos to a form, create or edit a form template and add the Image/PDF Upload or Image Markup field to the form template.

• Image/PDF Upload: This field allows up to 10 photos to be uploaded to the form when the form is filled out.

• Image Markup: This field allows one image to be uploaded to the form when the form is filled out. The image can then be marked up using various markup tools. You can add more than one Image Markup field to the form template if needed.

To add client photos directly to the client timeline, add a timeline note and attach the photos to the note.

Learn how you can also download photos from a form submission.

You can add the Appointment Details form field to client and staff member form templates to include the appointment date, time, services, and service providers on the form. Once the form is submitted, the appointment details on the form submission will not be affected if the appointment is changed or rescheduled.

When viewing a form template, you can duplicate it by selecting Duplicate from the "..." menu.