Difference between revisions of "Translations:Intake Forms custom feature/2/en"
From SimplyBook.me
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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]] |
<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. | ||
| Line 19: | Line 19: | ||
:'''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]] | ||
<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: | + | [[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]] |
<br><br> | <br><br> | ||
Latest revision as of 15:33, 15 January 2025
- How to use
- 1. Enable Intake Forms Custom Feature in the Custom Feature//Adding more to the booking page.
- 2. Go to its management or to Manage//Intake forms page.
- 3. Press "+" button in the settings of Custom Feature to create a new form.
- 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 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.
- 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 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.
- 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.
