How do I add a Form to a Customer file?

To add a Form to a Customer file, open the Customer file by choosing Customers > List 

Click on the Customer's name

Scroll down to the Forms section of the file

Click +Add / Request Form, and choose Add Form

Select the required Form from the Form field

Please note: You need to have created your Forms/s first, see How do I create a new Form?

Select the Prefill With Previous Form Default Checkbox if this Customer has previously completed this Form, and you would like the new Form to be prefilled with the previous responses

Click +Add  

You may fill the Form in for your Customer, or hand your device to him/her so they can complete the Form themselves

Select Email Customer a Copy Checkbox to email your Customer a copy of this completed Form

Once the Form is complete, click Save  

Please note: All required fields must be complete - if you click Save without completing all required fields, an error message will appear:

The completed Form will appear in the Forms section of the Customer file:

To add a Form to a Customer File, tap the Customers icon and locate the Customer in your Customer List

Tap on the Customers' name, then scroll down to the FORMS section

A list of previously added Forms will appear in the FORMS section, tap on an existing form

If the Customer has never completed a form, tap No forms yet...

Tap the '+' icon, then tap Add Form

Tap on From to select the From you wish to add

Please note: You need to have created your Forms first, see How do I create a new Form?

Select the Prefill if this Customer has previously completed this Form, and you would like the new Form to be prefilled with the previous responses

Slide the Customer Mode enable button to the right if you wish allow the Customer to complete their Form on your device. Tap Add

CUSTOMER MODE

In this mode, the Form fills the screen, if the Customer tries to navigate away From the form, they will be asked for a PIN to continue their access

Please Note : this will only happen if the PIN function has been activated in the account (see: How do I set/reset an Employee’s PIN?)

Hand the device to your Customer, tap Save when complete

ADMIN MODE

Complete the form on behalf of your Customer, then tap Save

Please Note: All required fields must be complete - if you or the Customer taps Save without completing all the required fields, an error message will appear:

The completed Form will appear in the FORMS section of the Customers' file and will view like this:

To add a Form to a Customer File, tap Customers and locate the Customer in your Customer List

Tap on the Customers' name, then tap the FORMS tab

A list of any previously added Forms will appear in the FORMS section, tap on an existing form to open it

Tap the green + icon > Add Form to add a new form

Select the relevant form from the Add Form box, using the drop-down arrow

(PLEASE NOTE: You need to have created your Forms first. Currently, Forms can only be created using the Web or iOS apps, see How do I create a new Form?)

Tick the Prefill with previous form box if this Customer has previously completed this form, and you would like the new form to be pre-filled with their previous responses

Tap ADD

Complete the New Form OR hand over your device to your Customer to complete the New Form

PLEASE NOTE: All required fields must be complete - if you or the Customer taps Save without completing all the required fields, an error message will appear:

Tap SAVE

The completed form will appear under the FORMS tab of the Customers' file and will view like this: