How do I create a new Form?
To create a new Form, choose Manage > Forms
To add a new Form, click +Add Form
Complete the following fields in the Add new form box:
Field | Description |
Title | Enter a title for the Form |
Prefill With Previous Form Default | If you select this checkbox, then when a Customer goes to fill in the form, if they have previously already completed this form, the new form will be prefilled with their previous responses |
Information | Enter any information for your own internal reference |
Instructions | Enter Form instruction. These will appear at the top of the Form and also in the Form request email |
Permission | Select from:**Open -Once the Form is submitted, it can be opened and editedSecure -**Once the form is submitted, it can no longer be edited, only viewed (In or order to comply with certain privacy legislation, there is now the option to unlock a locked form) |
Allow Customer Send Copy | If you select this checkbox, then when a Customer completes their own form via the mini site, they have the option to email themselves a copy |
Automation Enabled | This checkbox is pre-selected, which allows the form to be sent automatically when set to do so in a Service's settings. Deselecting it stops this form being automatically sent by the system. See How do I automate forms?When deselected an Automation: Disabled tag displays in the Reservation window and the Edit Service window for forms that have been scheduled and the form is not sent automatically:how-do-i-create-a-new-form |
You may choose to enable the Consent section. To do so, complete the remaining fields:
Field | Description |
Consent Enabled | Select this checkbox to enable the consent feature |
Consent Title | Enter the title of the consent eg 'Data collection consent' |
Consent Content | Enter the content 'We collect your data in accordance with privacy legislation' |
Consent Accept Label | Enter the accept checkbox label eg 'I accept' |
Enabling the Consent function means that your customer will be required to select a consent checkbox in order to submit the form. The form with then appear in their customer file with a Consent Accepted label:
When you are happy with all of your form settings, click Save
You will now see an option to +Add Items (questions, text etc) to your Form
To add an item to your form, click +Add Item
You are able to add the following items to your form:
- Section, see How do I add a section to a Form?
- Paragraph, see How do I add a paragraph to a Form?
- Field, see How do I add Fields to a Form?
Add each item, one at a time, clicking Save after each
The Form Items will appear in the Itemssection of your Form
Form Items can be:
- Edited by clicking the **Pencil/**Edit icon
- Deleted from the Form by using the Deleteicon
- Re-ordered by holding down the Re-order icon and dragging the item up or down the list
To preview your form, click the Preview button at the bottom of the screen
How do I automate forms?
Forms can be attached to individual Services and requested automatically in the following ways:
How do I disable an automated Form?
Forms that have been automated (see How do I automate forms?), will be sent according to their automation settings. However, it is possible to enable or disable automatic sending at any time.