Custom Features: Difference between revisions

Line 826:

;How to use

:1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.

[[File:Intake forms enable path.png | center]]

[[File:Intake forms enable.png| center]]

:2. ~~Press "+" button in the~~ settings ~~of Custom Feature~~ to ~~create new form~~.

:2. Go to its settings or to Manage//Intake forms page.

[[File:~~New intake form add~~.png| center]]

[[File:Intake forms settings path.png | center]]

:3. 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.

:3. Press "+" button in the settings of Custom Feature to create a new form.

:4. Choose the field type:

[[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 select the Default value that will be assigned if nothing is chosen from the list.

:'''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.

[[File:~~Create intake~~ form.png ‎|center]]

[[File:Intake form types.png ‎|center]]

:5. Make it rather obligatory or not with the help of "~~obligatory~~" switcher.

:6. Make it rather obligatory or not with the help of "optional" switcher.

:6. 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:~~Intake forms relation~~ to services.png| center]]

[[File:Attach intake form to services.png| center]]

:7. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.

:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.

[[File:Add ~~field~~ variable~~.png | center]]~~

[[File:Add intake form variable to template.png | center]]

~~[[File:Variable in~~ template.png| center]]

@@ Line 826: / Line 826: @@
 ;How to use
 :1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page.
+[[File:Intake forms enable path.png | center]]
-[[File:Intake forms enable.png| center]]
 <br><br>
-:2. Press "+" button in the settings of Custom Feature to create new form.
+:2. Go to its settings or to Manage//Intake forms page.
-[[File:New intake form add.png| center]]
+[[File:Intake forms settings path.png | center]]
 <br><br>
-:3. 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.
+:3. Press "+" button in the settings of Custom Feature to create a new form.
-:4. Choose the field type:
+[[File:Create new intake form v3.png | center]]
+<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.
+: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 select the Default value that will be assigned if nothing is chosen from the list.
+:'''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.
-[[File:Create intake form.png ‎|center]]
+[[File:Intake form types.png ‎|center]]
 <br><br>
-:5. Make it rather obligatory or not with the help of "obligatory" switcher.
+:6. Make it rather obligatory or not with the help of "optional" switcher.
-:6. 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:Intake forms relation to services.png| center]]
+[[File:Attach intake form to services.png| center]]
 <br><br>
-:7. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.
+:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.
-[[File:Add field variable.png | center]]
+[[File:Add intake form variable to template.png | center]]
-[[File:Variable in template.png| center]]
 <br><br>