You can send a digital form to a client straight from their Client Card, or from their appointment on the Appointments page. No more paper forms.
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Send a form from the Client Card
Send a form from the Appointments page
Send a form from the Client Card
- Search for the client and open their Client Card.
- Click the more actions icon (the three dots, top right).
- Choose Forms from the menu.
- Click Send Form.
- Choose your pre-created form from Select Form, then pick SMS, Email or WhatsApp under Send Via.
The form goes straight to your client to fill out. It will be listed under Status as Sent. If the client views the form, it will update to Viewed.
Click the lock icon to change its lock status:
- Unlocked means the client can still make changes after they submit the form.
- Locked means the client can't make any more changes.
Click Re-send to send the form again, or click the red cross to delete it from their account.
Send a form from the Appointments page
- Click the client's name on their appointment on the Appointments page.
- In Visit Details, click the Forms tab.
- Click Send Form and choose a form to send.
- Choose your pre-created form, then pick SMS, Email or WhatsApp under Send Via.
The form goes straight to your client to fill out. It will be listed under Status as Sent, and update to Viewed once they open it.
Click the lock icon to change its lock status:
- Unlocked means the client can still make changes after they submit the form.
- Locked means the client can't make any more changes.
Click Re-send to send the form again, or click the red cross to delete it from their account.
Now that you know how to manually send a form, check out our Forms Overview to see what else you can do with forms in Simple Salon.