Completing a form
Forms request emails related to an appointment can be automatically sent to customers. Forms can also be manually requested and completed in customer profiles.
To complete a form in a customers profile click on Customers then the Customer Name
Click on the Forms tab
Click Add form
Select your form and click Add
Complete the form, then click Save & Close
To manually email the form to your customer click Request form
Select the form, then click Request
The system will email the form request to the customer, who will click on a link in the email and complete the form on a page on your mini site.
All completed and requested forms appear in the Forms tab in customer profiles
Here you can:
- Edit the form
- Print it
- Email the form to your customer
- Request that your customer updates the form
- View the history
- Delete the form
- Expand to view the whole form
