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Forms

To access Forms, click the App Drawer button then click Forms… Welcome to Forms, your tool for creating personalized forms that make connecting with your clients a… [Inline Video] Forms let you design custom forms to gather essential information from your clients

Forms elements

Forms elements… For information about customizable settings for each form, see Forms settings… For more information about image markup, see Marking up images on forms

Forms settings

Form style… Form requirements… Direct form URL

Manage a client’s forms

You can also view a client’s forms and their responses and fill incomplete forms from their client profile… Note: The Manage forms staff role permission is required to delete forms… View and complete a client's forms

Mark up images on forms

Upload a custom image to a form… using the Achieve Client App and staff members using the Elevate Staff App can also mark up images on forms

View and complete your forms as a client

View or complete your forms: To view a form: In the list of forms, tap the form you want to… Headings on the forms page… Click the Forms tab.

Create a client survey using Forms

Create the survey in Forms… You can easily create a client survey using Forms

Create, modify, or delete a form template

With Forms, you can easily create and modify customized forms to obtain client information… Variables copied into forms will generate useful strings of text for your forms when viewed by clients… Create a new form template

Remind a client to complete a form

Remind a client to complete a form… You can send an email notification to clients with incomplete forms to remind them to finish filling… Clients can complete outstanding forms from the Client Portal

Capturing form responses

Share a direct URL for a Form… Link a form to a client’s service booking… Add a form to a client profile