Line 826: |
Line 826: |
| ;How to use | | ;How to use |
| :1. Enable Intake Forms Custom Feature in the Custom Feature section//Adding more to the booking page. | | :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> | | <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> | | <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. | | :'''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 | | :'''single line''' - usually used for short answers |
| :'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients | | :'''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". | | :'''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> | | <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> | | <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]] |
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− | [[File:Variable in template.png| center]]
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| <br><br> | | <br><br> |
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