Intake Forms custom feature: Difference between revisions

Line 24:

;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]]

[[File:Intake forms enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/d/d7/Intake_forms_enable_path_redesigned.png]]

: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]]

: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]]

: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.

Line 42:

:'''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]]

:'''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]]

: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]]

[[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]]

: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]]

</translate>

@@ Line 24: / Line 24: @@
 ;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]]
+[[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>
 :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>
 :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>
 :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.
@@ Line 42: / Line 42: @@
 :'''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]]
+:'''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>
 :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]]
+[[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>
 :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>
 </translate>