Digital Forms in your Simple Salon account can be swiftly sent to your client directly from their Client Details page—as well as directly from their appointment on the Appointments page.
Say goodbye to the hassle of paper forms and hello to the convenience of digital forms!
Click below to jump ahead:
Send Forms from Appointments page
Send Forms from Client Card
1. Search for the client in Client Search, and navigate to their Client Card.
2. Click the Actions menu, like so:
3. Choose Forms from the Actions drop-down menu.
4. Click Send Form
5. Choose your pre-created Form from the drop-down menu, and select either SMS, Email or WhatsApp as your contact method.
Great! The form will then be sent to the client to be filled out.
It will be listed under Status as Sent. If the client views the form, it will update to Viewed.
Click the little lock button to change it's Lock status:
- If the lock is unlocked, this mean the client can make changes after submitting the form.
- If the lock is locked, the client can no longer make changes to the form.
Click Re-send to send the client the form again, or click the red cross to delete the form from their account.
Send Forms from Appointments page:
1. Click on the clients name on their appointment on the Appointments page.
2. In the Visit Details window, click the Forms tab.
3. Click the green plus (+) button to choose a form to send:
4. Choose your pre-created Form from the drop-down menu, and select either SMS, Email or WhatsApp as your contact method.
Great! The form will then be sent to the client to be filled out. It will be listed under Status as Sent.
If the client opens the form, the Status will update to Viewed.
Click the little lock button to change it's Lock status:
- If the lock is unlocked, this mean the client can make changes after submitting the form.
- If the lock is locked, the client can no longer make changes to the form.
Click Re-send to send the client the form again, or click the red cross to delete the form from their account.
Now that you know how to manually send a form via SMS, you can check out our Forms Overview to learn about what else you can do with forms in Simple Salon!