How customers complete forms

When a service has an attached form, each person needs to complete it before the appointment. A compulsory form is part of checkout: the person booking must finish their own copy before the booking can be confirmed. Other forms can be completed from a link afterward. Completing a form on arrival can use up appointment time. Responses are saved on that person's booking.

• Compulsory — the person booking completes it in the booking wizard before they can confirm
• Before the appointment — customers are told the form is required and that leaving it until arrival can use up appointment time
• After booking — the booker can finish their own remaining form from the confirmation screen. Other attendees with an email address are sent their own link
• Group bookings — the booker completes their own compulsory forms at checkout. Everyone else gets a link. One submission does not cover the group
• Kiosk mode — staff opens a full-screen form on a device at reception
• Requires Individual or Team to email form links to customers

1. 1

   Before the appointment

   If the form is compulsory, the person booking fills it in before confirming. After booking, the booker can finish their own remaining form from the confirmation screen. Other attendees are emailed their own link when an email address was provided, and they need to complete it before attending. Completing a form on arrival can use up appointment time.

2. 2

   Email link after booking

   Send or resend a completion link from the booking details. The customer opens it on any device.

   Screenshot coming soon

3. 3

   Kiosk mode at your venue

   From the booking, open kiosk mode to hand a tablet to the customer without them signing in.

   Screenshot coming soon