Frequently Asked Questions

Forms FAQ

Q: Can I change a form after customers have signed it? A: Yes, but the new version won't affect previously signed forms. Each signature captures the form content at signing time.

Q: What happens if a customer refuses to sign? A: You can still proceed with the appointment, but this should be documented. Consider having a waiver exception process.

Q: Can customers sign remotely? A: Currently, signatures are collected in person during appointments. Remote signing may be a future feature.

Q: How long are signed forms kept? A: Forms are retained according to your business's data retention policy. Check with your administrator for specifics.

Q: Can I have multiple forms per booking? A: Yes! Each booking can have multiple forms, and customers must sign each one individually.

Q: What if the signature looks bad? A: Customers can clear and re-sign before submitting. Once saved, the signature can't be changed.

Journal FAQ

Q: Can other staff see my journal entries? A: This depends on your permissions. Typically, staff at the same branch can view all entries.

Q: Is there a limit to how much I can write? A: There's no strict limit, but very long entries may be slow to load. Use multiple entries for different topics.

Q: Can I add attachments or photos to journal entries? A: Currently not supported, but this may be added in a future update.

Q: Can I export all my journal entries? A: Contact your administrator to request a data export. This feature may be added in the future.

Q: What happens if I create an entry for a future date? A: You can backdate entries, but future-dated entries will appear when that date arrives.

Q: Can I edit or delete entries created by other staff? A: This depends on your permissions. Administrators typically can edit any entry.