To access your form templates, click the App Drawer button 
then click View All > Forms.
Once you’ve created some forms, you can share them with clients to capture their responses.
Share a direct URL for a Form
When you create a form in WellnessLiving, a direct URL for the form is generated automatically. You can copy these direct URLs and add them to your website or send them to your clients in an email, SMS message, or push notification.
To share a URL link that clients can use to directly access the form, follow these steps:
On the Form Builder page, click the Action button
for the form you want to link to.Click Copy Direct URL.
Paste the URL wherever you need it.
Link a form to a client’s service booking
You can easily associate forms to a client’s service booking from the schedule or the attendance list.
Link a form to a client’s appointment or asset booking
To link a form to a client’s appointment or asset booking, follow these steps:
Click the App Drawer button
then click View All > Schedule.Open the appointment or asset booking that you want to link a form to.
Click Add form.
In the Add Form popup, select one of your existing form templates.
Click Add.
Link a form to a client’s class or event booking
To link a form to a client’s class or event booking, follow these steps:
Click the App Drawer button
then click View All > Schedule.Click the class or event you want to view the attendance list for. You may have to adjust the schedule’s filters and date range to find the class or event.
Click View Attendance List.
Next to the client you want to link a form for, click the Action button
then click Add Form.In the Add Form popup, select one of your existing form templates.
Click Add.
Add a form to a client profile
All forms associated with a client are linked to their client profile. If a form is missing from the client profile, you can manually add the form. After adding the form, you can fill it out for the client or send a notification to the client to complete the form.
Note: Only staff members with the staff role permission to manage forms and view responses will be able to add forms to a client profile
Desktop - Staff Back Office
To add a form to a client profile using the Staff Back Office, follow these steps:
Click the Search button
on the Top Nav Bar, enter the client’s information in the box, and click on the client’s name.There are two ways to add a form to a client profile:
To add a form from the client’s Overview page:
Under FORMS, click Add form.
To add a form from the client’s Documents page:
On the side menu, click Documents > Forms.
Under Select Form, select the form you want to add from the list.
Click Add.
Mobile - Elevate Staff App
To add a form to a client profile using the Elevate Staff App, follow these steps:
Tap the Clients tab.
In the search box, type the client's information.
Tap the Options button
then tap Forms.On the top-right corner, tap the Add button
Select the form you want to add, then tap Add form. The form is added to the client’s profile.
Set up a form in kiosk mode
You can set up a form to run automatically on tablets, so that clients can fill it out at trade shows, studio open houses, or any activity in which clients can walk up to a tablet set up as a kiosk to fill out the form.
The advantage to kiosk mode is that the form flow will reset after a client completes a form, so your clients can complete the form back-to-back without staff needing to reset the form for the next client.
To set up a form in kiosk mode, follow these steps:
On the Form Builder page, click the Action button
for the form you want to set up in kiosk mode.Click Copy kiosk mode URL.
On the device that you have set up in your kiosk, open the kiosk mode URL in a web browser.
Your clients can now complete the form one at a time and the form page will automatically refresh whenever a form is completed.