Tap on the plus symbol in the "Forms" tab and a screen will show up showing you all the various ways you can create a form.
https://s3-us-west-2.amazonaws.com/secure.notion-static.com/8db8eb7c-1779-4866-9eb3-7e749886a290/Simulator_Screen_Recording_-_iPhone_11_-_2021-05-12_at_20.11.01.mp4
Using a template
Tapping on any of the pre-filled templates will allow you to preview the contents of the form. If you would like to use it for your business, tap on "Use Form" to add it to your account.
- Open the form you would like
- Tap "USE FORM" in the upper-right
- Your template will now be available in your forms section
- Make sure you review the template, make adjustments, and approve of what was written. Jupiter is not liable for any events which may occur from usage of these templates.
Creating your own
To create a form, click on the plus symbol on the "Forms" tab to open up the form editor. Start by typing in the title of your form and adding your input fields. You can also create documents without input fields, such as after-care instructions and promotional messages.
Input fields
The buttons in the editor bar at the bottom are listed in order:
- Header: This allows you to create headers to separate your content.
- Text: Add text before or between your questions.
- List: Bulleted lists
- Answer: Create questions for clients to answer in the customer field. This option allows clients to further explain in detail.
- Checkbox: Create questions with multiple possible answers. This is a great option for listing referral sources or medical history on intake forms. It allows clients to select multiple answers at once.
- Option: Ask clients to select between two or more options. This is a great option for yes or no questions.