FuzzyBot: Importing a new version from external source

2025-01-15T15:33:38Z

Importing a new version from external source

← Older revision		Revision as of 15:33, 15 January 2025
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	;How to use		;How to use
	:1. Enable Intake Forms Custom Feature in the Custom Feature//Adding more to the booking page.		:1. Enable Intake Forms Custom Feature in the Custom Feature//Adding more to the booking page.
	[[File:Intake forms enable path ~~new cf~~.png \| center]]		[[File:Intake forms enable path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/d/d7/Intake_forms_enable_path_redesigned.png]]
	<br><br>		<br><br>
	:2. Go to its management or to Manage//Intake forms page.		:2. Go to its management or to Manage//Intake forms page.
	[[File:Intake forms settings path ~~new cf~~.png \| center]]		[[File:Intake forms settings path redesinged.png\|1200px \| center\|link=https://help.simplybook.me/images/6/64/Intake_forms_settings_path_redesinged.png]]
	<br><br>		<br><br>
	:3. Press "+" button in the settings of Custom Feature to create a new form.		:3. Press "+" button in the settings of Custom Feature to create a new form.
	[[File:~~Create new~~ intake form v3.png \| center]]		[[File:New intake form form redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/1/1c/New_intake_form_form_redesigned.png]]
	<br><br>		<br><br>
	:4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.		:4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
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	:'''barcode''' - allows to scan barcodes via admin mobile application and get the values from scanning. Also allows simple text input like in single line intake forms.		:'''barcode''' - allows to scan barcodes via admin mobile application and get the values from scanning. Also allows simple text input like in single line intake forms.
	:'''custom HTML''' - allows to add visual dividers or additional text near the intake form. Cannot be used for client input.		:'''custom HTML''' - allows to add visual dividers or additional text near the intake form. Cannot be used for client input.
	[[File:Intake forms types ~~new~~.png\|1200px\|border ‎\|center]]		:'''file uploader - Google Drive''' - available if [[File Uploader - Google Drive custom feature]] is enabled. Allows file upload that you will be able to see in the dedicated folder on your Google Drive.
			[[File:Intake forms types redesigned.png\|1200px\|border ‎\|center\|link=https://help.simplybook.me/images/1/1b/Intake_forms_types_redesigned.png]]
	<br><br>		<br><br>
	:6. Make it rather obligatory or not with the help of "optional" switcher.		:6. Make it rather obligatory or not with the help of "optional" switcher.
	:Include the field (both title and response will be included) to client invoices if you need and if you use [[Special:MyLanguage/Accept_payments_custom_feature\|Accept payments]] custom feature.		:Include the field (both title and response will be included) to client invoices if you need and if you use [[Special:MyLanguage/Accept_payments_custom_feature\|Accept payments]] custom feature.
	:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.		:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
	[[File:~~Attach~~ intake form to services.png\| center]]		[[File:Connect intake form to services redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/6/66/Connect_intake_form_to_services_redesigned.png]]
	<br><br>		<br><br>
	:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Settings//Email and SMS settings.		:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Settings//Email and SMS settings.
	[[File:Add ~~intake form~~ variable to template.png \| center]]		[[File:Add notification variable to template intake form redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/59/Add_notification_variable_to_template_intake_form_redesigned.png]]
	<br><br>		<br><br>

FuzzyBot: Importing a new version from external source

2024-01-12T12:29:22Z

Importing a new version from external source

New page

;How to use
:1. Enable Intake Forms Custom Feature in the Custom Feature//Adding more to the booking page.
[[File:Intake forms enable path new cf.png | center]]
 
:2. Go to its management or to Manage//Intake forms page.
[[File:Intake forms settings path new cf.png | center]]
 
:3. Press "+" button in the settings of Custom Feature to create a new form.
[[File:Create new intake form v3.png | center]]
 
:4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
:5. Choose the field type:
:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
:'''single line''' - usually used for short answers
:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients
:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
:'''dropdown selection''' - creates a drop-down list with the ability to choose only 1 option. In order to create this field, you will need to create a list of values in the section "Dropdown options and default option". Also you can select the Default value that will be assigned if nothing is chosen from the list.
:'''date''' - creates date selection option with calendar.
:'''barcode''' - allows to scan barcodes via admin mobile application and get the values from scanning. Also allows simple text input like in single line intake forms.
:'''custom HTML''' - allows to add visual dividers or additional text near the intake form. Cannot be used for client input.
[[File:Intake forms types new.png|1200px|border ‎|center]]
 
:6. Make it rather obligatory or not with the help of "optional" switcher.
:Include the field (both title and response will be included) to client invoices if you need and if you use [[Special:MyLanguage/Accept_payments_custom_feature|Accept payments]] custom feature.
:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
[[File:Attach intake form to services.png| center]]
 
:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Settings//Email and SMS settings.
[[File:Add intake form variable to template.png | center]]

Translations:Intake Forms custom feature/2/en - Revision history

FuzzyBot: Importing a new version from external source

FuzzyBot: Importing a new version from external source