Forms Feature
What is the Forms Feature?
The Forms feature allows your business to create custom forms that customers can sign electronically. This is useful for:
Waivers and Consent Forms: Liability waivers, photo release forms
Service Agreements: Terms and conditions, service contracts
Checklists: Pre-service checklists, post-service verification
Custom Documents: Any document requiring customer acknowledgment
Key Concepts
Forms
Forms are reusable templates created by your business. Each form includes:
Title: A clear name (e.g., "Liability Waiver")
Description: Brief explanation of the form's purpose
Content: The actual text of the document
Signatures
When a customer signs a form, the signature is:
Captured electronically on a tablet/smartphone
Stored securely with customer and booking information
Embedded into a PDF for download
Linked to the specific appointment/service
Creating a Form
Step-by-Step Guide
Navigate to Forms
From your dashboard, go to Forms in the main menu
Click "Create Form"
Tap the "+" or "Create Form" button
Fill in Form Details
Title: Enter a clear, descriptive name
Description: Briefly explain what the form is for
Content: Enter the full text of your form
Save the Form
Click "Save" to create the form
The form will appear in your forms list
Tips for Great Forms
✅ Do:
Use clear, simple language
Include all necessary legal terms
Test readability on different screen sizes
Keep forms concise but complete
❌ Don't:
Use legal jargon without explanation
Make forms excessively long
Include unnecessary information
Forget to update when laws change
Managing Forms
Viewing Forms
From the Forms screen:
Each form shows:
Form title
Description preview
Creation date
Last update date
Editing Forms
Find the form in the list
Click the Edit (pencil) icon
Modify title, description, or content
Click "Save Changes"
Note: Editing a form does NOT affect previously signed versions. Each signature captures the form content at the time of signing.
Deleting Forms
Find the form in the list
Click the Delete (trash) icon
Confirm deletion
Important: Deleting a form is a "soft delete" - it's archived, not permanently removed. Existing signed forms remain accessible.
Collecting Customer Signatures
During Booking/Appointment
Open Booking Details
Navigate to the specific booking or appointment
Locate Forms Section
Scroll to the "Forms" section in the booking details
Fill/Sign Form
Each available form shows a status badge:
Green check: Already signed
"Fill Form" button: Ready to sign
Click "Fill Form" for unsigned forms
Review Form Content
The full form content is displayed
Customer can review before signing
Enter Customer Name
Type the customer's full name
This will appear on the signed PDF
Capture Signature
Use the signature pad to capture signature
Use finger or stylus
Click "Clear Signature" to retry
Preview PDF (Optional)
Click "Preview PDF" to see the complete signed document
Includes business logo, form content, and signature
Sign & Save
Click "Sign & Save" to submit
The signature is stored and linked to the booking
A success message confirms completion
Viewing Signed Forms
For previously signed forms:
Find the Booking
Navigate to the booking with the signed form
Locate Signed Form
Look for the green check badge
Form shows the date it was signed
View Signed Document
Click the View (eye) icon to see the complete signed PDF
Use PDF viewer controls to zoom, scroll, or navigate pages
Download PDF
Click the Download icon to save the signed PDF
File is named:
FormName_YYYYMMDD_HHMMSS.pdfPerfect for records, emails, or printing
Form Statuses
Status | Appearance | Meaning
Unsigned | "Fill Form" button | Customer has not signed yet
Signed | Green check badge + date | Form has been completed