Intake Forms custom feature: Difference between revisions
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{{#seo: | |||
|title=Intake Forms custom feature - SimplyBook.me | |||
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|description=Create intake forms to collect client information before appointments. Personalize your booking process. Activate today! | |||
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, additional questions, ask at checkout, additional information, request information, ask questions | |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, additional questions, ask at checkout, additional information, request information, ask questions | ||
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[[File:Additional field new icon.png |left]] | [[File:Additional field new icon.png |left]] | ||
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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 | [[File:Intake forms enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/d/d7/Intake_forms_enable_path_redesigned.png]] | ||
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: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 | [[File:Intake forms settings path redesinged.png|1200px | center|link=https://help.simplybook.me/images/6/64/Intake_forms_settings_path_redesinged.png]] | ||
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: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: | [[File:New intake form form redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/1c/New_intake_form_form_redesigned.png]] | ||
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: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 | :'''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]] | |||
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: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: | [[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 | [[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]] | ||
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