Select a topic:
Getting Started
Introduction to Mangomint
Switching to Mangomint
Setting Up Your Account
Guide for Admin UsersGuide for Non-Admin Users
Learning the Basics in Mangomint
Adding Notes in Mangomint
Marketing Options in Mangomint
HIPAA Compliance
Using Mangomint with a Booth Renter or Hybrid Model
Calendar & Appointments
Calendar
Calendar BasicsCalendar Colors & IconsCalendar Display PreferencesScheduling OptionsCancellations & ReschedulingPrint Daily Appointment Schedule
Appointments
Create a New AppointmentCreating an Appointment with Multiple Services or Staff MembersEdit an AppointmentCancel or Delete an AppointmentRepeating Appointments
Express Booking™
Set Up Express Booking™Use Express Booking™What happens after an Express Booking™ link is sent?FAQ: Express Booking™
Intelligent Waitlist
Viewing the WaitlistAdding and Finding Waitlist EntriesAllowing Clients to Join Waitlist in Online BookingBooking an Appointment from the WaitlistSetting Up Waitlist Automated Messages
Resources
Understanding Resources and Resource GroupsCreating ResourcesAdding Resource Requirements to ServicesViewing Resources on the CalendarSetting Up Services with Limited AvailabilityCreating Services that Do Not Require Staff MembersFAQ: Resources
Waiting Room
Using the Waiting RoomClient Self Check-In
Time Blocks
Create a Time BlockCreate a Repeating Time Block
FAQ: Calendar & Appointments
How can I set up alternating hours for staff members?How do I link my Mangomint calendar to my iCal or Google calendar?How do I resend client notifications?How can I collect photos during booking?How do I print a client's appointment details?How can I enforce my cancellation policy?
Sales & Checkout
Sales & Checkout Basics
Check Out an AppointmentStart a Checkout Without an AppointmentCheck Out Appointments Together (Combine)Split Services into Separate CheckoutsApply a Discount During CheckoutUsing a Barcode Scanner to Scan Products During CheckoutSave a Checkout for LaterDiscard an Existing CheckoutSending and Printing a Client ReceiptNavigating the Sales App
Refunds & Returns
Complete a Credit Card RefundVoiding a SaleReversing a PaymentProduct ReturnsRefunding a Deposit
Tips/Gratuity
Adding and Splitting TipsAssigning Tips for Assistants or Resource-Only Services
FAQ: Sales & Checkout
Can I automatically add a surcharge or fee to every checkout?How do I change the service provider on a closed sale?
FAQ: Refunds & Returns
How do I complete a product exchange?How do I complete a product return and refund to the client account balance?How do I fix an accidentally voided sale?How do I process refunds through other payment processors?
FAQ: Tips/Gratuity
How do I collect a tip on a zero-balance sale?How do I fix an unassigned tip on a service sale?How do I fix an unassigned tip on a gift card or package sale?How do I pay my staff members cash tips?
Payments
Payment Basics
Payment TypesSplit Payments Between Multiple Payment Methods
Payment Accounts
Payment Account BasicsSigning Up for Payment ProcessingSetting Up a Payment Account for a Staff MemberSigning Up for a Staff Member Payment Account
Deposits
Collect a Manual DepositCollect Deposits with Express Booking™Require a Deposit in Online Booking
Credit Cards
Taking Credit Card PaymentsTaking Payments with the Front Desk DisplayTaking Payments with a Card Reader Connected to Your iPhone or iPadClient Self CheckoutRequiring a Credit Card in Online BookingManaging Cards on FileBest Practices: Credit Card PaymentsPayment DisputesPayment Processing: Balance & PayoutsPayment Processing: Payout SchedulePayment Processing: Monthly SummariesPayment Processing: Update Account DetailsFAQ: Payment Processing
Hardware
Front Desk Display vs. Direct ConnectionFront Desk Display: Hardware Purchase GuideSetting Up Your Front Desk DisplaySetting Up the iPad Kiosk ModeUpdating the Mangomint Mobile App on the Front Desk DisplayConnecting a Card Reader Directly to Your iPhone or iPadCompleting a Test Transaction Using Your Card ReaderTroubleshooting Guide: Front Desk DisplayTroubleshooting Guide: Card Reader
Cash Drawer
Taking Cash Payments and Calculating ChangeAdd a New CountAdd a New Pay-In or Pay-OutCash Drawer Daily Closeout
Using Non-Integrated Payment Processors
Advanced Settings: Payments & Checkout
Payroll Processing
Employer Onboarding for Payroll
Signing Up for Payroll as an EmployerCompleting the Employer Onboarding for Payroll
Worker Onboarding for Payroll
Signing Up for Payroll as a WorkerViewing Your Paystubs and Tax Documents
Running Payroll
Adding and Removing Staff Members from Your PayrollPayroll ReportRunning Payroll in MangomintViewing Past Payroll Runs
FAQ: Payroll Processing
Staff Members
Adding and Inviting Staff Members
Archiving a Staff Member
Managing Staff Member Work Hours
Staff Member Permissions
Staff Compensation
Service and Product CommissionHourly and Salary CompensationTips Settings for Payroll Processing
Set a Day Off for a Staff Member
Set Days Off for Multiple Staff Members at Once
Resetting Passwords
Viewing Your Daily and Weekly Totals
Services
Creating Services
Deleting Services
Service Customizations
Create Service CustomizationsShow Base Prices for Service CustomizationsCustomize a Service for an AppointmentFAQ: Service Customizations
Processing, Finishing, and Buffer Times
Assign Services to Staff Members
FAQ: Services
How do I set up couples services?How do I enable or disable taxes on services?How can I deduct a back bar fee for my services?How can I track services sold through Groupon or other online promotions?
Clients
Client List
Navigating the Client ListAdding and Deleting ClientsMerging Duplicate ClientsExporting Your Client List
Client Details & Timeline
Client DetailsClient TimelineBlock a Client from Online BookingPrint a Client's Upcoming Appointments
Client Account Balances
Add to a Client's Account BalanceUse a Client’s Account Balance as a Payment MethodFAQ: Client Account Balances
Client Portal
Managing Appointments from the Client PortalManaging Memberships from the Client Portal
Automated Flows
Flows Basics
Creating Flows
Building and Activating a FlowEditing and Deactivating a FlowFlow Message TypesFlow Message PricingClient Filters for Automated Flows
Viewing Flow Details & Statistics
Using Form Responses with Flows
FAQ: Flows
Campaigns
Create and Send Email Campaigns
Client Filters for Email Campaigns
View Your Email Campaign Performance
Using a Custom Email Address
Sending Emails from a Custom Email AddressAdding DNS Records to BluehostAdding DNS Records to GoDaddyAdding DNS Records to SquarespaceAdding DNS Records to Wix
FAQ: Campaigns
Offers & Discounts
Creating an Offer
Applying an Offer
FAQ: Offers & Discounts
Two-Way Texting
Navigating the Messages App
Sending and Receiving Text Messages
Adding Internal Notes in a Conversation
FAQ: Two-Way Texting
Online Booking
Enable Online Booking
Enable Services for Online Booking
Adding Online Booking to Your Website
Online Booking Guides for Popular Website Builders
Adding Online Booking to a Shopify WebsiteAdding Online Booking to a Squarespace WebsiteAdding Online Booking to a Wix WebsiteAdding Online Booking to a WordPress Website
Adjusting Online Booking Preferences
Adjusting Staff Selection Options in Online Booking
Using Direct Booking Links
Add Booking Link to Google Business Profile
Online Booking from the Client’s Perspective
Products & Inventory
Creating Products
Search & Sort Products
Add Inventory Change
Purchase Orders
Add & Manage SuppliersSet Up Products for Purchase OrdersCreate Purchase OrdersReceive a Purchase Order Delivery
FAQ: Products & Inventory
Gift Cards
Selling & Redeeming Gift Cards
Buying Physical Gift CardsSelling Gift Cards When Checking Out an AppointmentSelling Gift Cards Without an AppointmentSelling Gift Cards OnlineApplying Discounts on Gift CardsRedeeming a Gift Card During Checkout
Creating Gift Card Promotions
Adding Gift Cards Sold Outside of Mangomint
FAQ: Gift Cards
Memberships
Membership Basics
Set Up a Membership PlanStart a New Membership for a ClientUse a Membership During Checkout
Managing Membership Plans
Update a Membership PlanChange a Membership Plan NameArchive a Membership Plan
Managing Client Memberships
Find a Client's MembershipChange the Payment Method on a Client’s MembershipChange the Price/Discount on a Client’s MembershipAdjust the Quantities of Remaining Services on a Client’s MembershipSwitch a Client's Membership to the Current Version of the PlanCancel a Client’s Membership
Memberships Settings
FAQ: Memberships
What do the membership statuses mean?How do I resend the credit card email request to my client?What happens if a credit card payment fails for a membership?How do I apply a membership towards a higher-priced service?How do I remove product or service discounts from a membership during checkout?How do I change the service expiration date on a client's membership?How do I transfer memberships from my previous booking system?How can I send custom emails to my clients with active memberships using Mailchimp?
Packages
Creating a Package
Selling a Package
Using a Package During Checkout
Sell and Redeem a Package on the Same Day
Manually Adding Packages and Adjusting Package Quantities
Transferring a Package to Another Client
Forms & Charting
Creating Form Templates
Sending Forms to Clients
Adding a Form to an Existing Appointment
Using Image Markup on a Form
Saving Progress on a Form
Filling Out Client Forms in Person
Viewing Form Submissions and Resubmitting Forms
Approving a Form Submission
FAQ: Forms & Charting
Time Clock
Setting Up the Time Clock
Using the Time Clock
Managing Time Cards
Clock In and Out on a Front Desk Device
Reports
Available Reports
Staff Reports
Sales Reports
Offers Reports
Client Account Balances Reports
Gift Card Reports
Packages Reports
Membership Reports
Payment Reports
Inventory Reports
Business Reports
FAQ: Reports
Apps & Integrations
Managing Your Apps & Integrations
Mailchimp Integration
Setting Up the Mailchimp IntegrationSending Emails to Your Clients Using Mailchimp
WaiverForever Integration
Setting Up the WaiverForever IntegrationCreating Waivers in WaiverForeverCollecting Waivers From Your Clients
Gift Up! Integration
Setting Up the Gift Up! IntegrationAdding Gift Up! to Your Website
Shopify Integration
Mangomint Subscription
Updating Your Mangomint Subscription
Viewing Invoices for Your Mangomint Subscription
Automated Messages
Enabling and Disabling Automated Messages
Customizing Automated Messages
Advanced Settings: Automated Messages
Business Setup
Business Details
Locations
Phone Numbers
Adding and Changing Phone NumbersUsing Multiple Phone Numbers
Logo & Branding
Payroll
Payroll Account Details & DocumentsAdding Payroll Accounts
Advanced Settings: Business Setup
Home
>Forms & Charting

Forms & Charting

The Forms app allows you to create custom forms to collect important information from clients and staff.

  • Collect information from clients and store the information in the client profile, including intake forms, consent forms, waivers, and more.

  • Use internal forms for SOAP notes, charting, image annotations, and treatment summaries.

  • Create external forms to share publicly, such as a form on your website for requesting appointments.

To enable the Forms app, go to Apps > Manage apps > Integrated Forms and select Enable.

To learn more about forms, watch our on-demand Forms & Charting video.

The articles in this section cover forms, including creating forms and viewing form submissions.

In this section:

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