Jupiter can send out forms to your clients automatically. You can apply this to any of your forms at anytime. to access your settings:
- Swipe left on any form in the Forms section to reveal the action menu
- Tap on the Gear icon (⚙) to pull up the form settings
https://s3-us-west-2.amazonaws.com/secure.notion-static.com/6f5b1b23-853d-4dda-9093-e1d78a83e2fd/formsettings.mp4
About the settings
Used for
- All services: Select this option if you want the form to be relevant to all services, such as intake forms and waivers.
- Specific services: Select this option if the form is only relevant to specific services. If you offer various services, the forms may vary depending on each one.
- Internal use: Select this option if the form is for internal use, such as for consultations and service notes. This is great for keeping track of client details, lash mapping, and professional recommendations made during the consultation.
Timing
- Display while booking: Select this option if you want clients to sign the form during the booking process. The form will show up before clients confirm their appointment. You can have the form show every time a client books or only the first time.Please note that this option will not send the form to their email or SMS–you will have to also select "after booking" to do so.
- Send after booking: Select this option if you want clients to receive the forms after the booking process. The form will be sent to your client's email and SMS. You can have the form send every time a client books or only the first time.
- Send after appointment: Select this option if you want to send the form after the appointment is completed. The form will be sent to your client's email. This is great for after-care instructions and follow-up.