Customer Forms
Customer forms let you collect information during the booking flow — health history, preferences, consent, and more. Forms appear after a customer selects their service and time, and responses are stored in their contact profile.
What Are Customer Forms
Forms are questionnaires customers complete as part of the booking process. A default form with basic fields (first name, last name, email, phone, comments) is created automatically for your account.
Common uses:
- Intake forms — Health history, allergies, medical conditions
- Consent forms — Treatment consent, terms acceptance with digital signature
- Questionnaires — Service preferences, areas of focus, expectations
Forms have three statuses: Draft (not yet ready), Published (active and available), and Archived (no longer in use).
Creating a Form
To create a new form:
- Go to Forms in the left sidebar
- Click New Form
- Enter a form name (e.g., "Massage Intake Form")
- Configure the form settings
- Design your form using the field builder
- Click Save
Form settings:
| Setting | Description |
|---|---|
| Name | Internal form name (required) |
| Description | Internal description |
| Subtitle | Shown to customers on the form page |
| Status | Draft, Published, or Archived |
| Requires Signature | Customers must sign digitally to submit |
| Allow Submission Edit | Let customers edit their responses after submitting |
| Require Per Booking | Force re-submission for each new booking (vs once only) |
| Prefill Contact Details | Auto-fill name, email, and phone from existing contact data |
| URL Slug | Custom URL for the public form page (auto-generated if empty) |
Email reminder settings:
| Setting | Description |
|---|---|
| Reminder Message | Custom message in the form reminder email |
| CTA Text | Button text in the reminder email (e.g., "Complete Form") |
The Form Builder
The form builder has three tabs:
Settings Tab
Configure the form's name, description, status, and all the settings listed above.
Design Tab
Build your form visually:
- Add fields from the field types panel on the right
- Drag and drop to reorder fields
- Click a field to edit its properties
- Duplicate a field to create a copy
- Delete fields you don't need
Each field can be set to a specific width to create multi-column layouts:
- 100% — Full width (default)
- 50% — Half width
- 33% — One third
- 25% — One quarter
Preview Tab
See how your form will look to customers before publishing.
Field Types
The form builder offers a range of field types organised into categories:
Basic Fields
| Type | Description |
|---|---|
| Text | Single-line text input |
| First Name | Specialised name field |
| Last Name | Specialised name field |
| Email with validation | |
| Phone | Phone number input |
| Number | Numeric input |
| Textarea | Multi-line text area (configurable rows) |
| Checkbox | Single checkbox (with optional default state) |
| Radio | Radio button group (single selection) |
| Select | Dropdown menu (single selection) |
| Multiple Select | Multi-select dropdown |
Date & Time
| Type | Description |
|---|---|
| Date | Date picker (with optional min/max) |
| Time | Time picker (with optional min/max) |
Special Fields
| Type | Description |
|---|---|
| Address | Full address with configurable sub-fields (street, city, state, postcode, country) |
| Rating | Star rating (configurable 1–10 scale) |
| Terms | Terms and conditions with acceptance checkbox and scrollable content |
| Heading | Section heading/descriptive text (not a data field) |
| Hidden | Hidden field (not visible to customers) |
Field Configuration
Each field has four configuration tabs in the edit modal:
General — Label, placeholder, required toggle, field type
Appearance — Width, hide label, hide from summary, CSS class, priority visible toggle
Field Settings — Type-specific options:
- Text: min/max length
- Textarea: number of rows
- Select/Radio: manage options (add, reorder, delete)
- Multiple Select: max selections
- Rating: max rating value, default rating
- Address: toggle sub-fields (street 2, city, state, zip, country)
- Terms: content, container height, position, require acceptance
Validation — Custom regex pattern, validation message
Fields can be marked as required — customers must fill them in to submit the form. Use the required toggle sparingly to avoid long, frustrating forms.
Assigning Forms to Services
Forms are connected to your booking flow through services:
Default form:
- One form can be marked as the default
- The default form is used for any service that doesn't have a specific form assigned
Service-specific forms:
- When editing a service, select a form from the Booking Form dropdown in Advanced Settings
- Only that form will be shown when customers book the selected service
Example:
| Service | Assigned Form |
|---|---|
| Deep Tissue Massage | Massage Intake Form |
| Facial Treatment | Facial Consultation Form |
| Haircut | (Default form — basic details) |
Forms can also be assigned to service bundles. Select the booking form in the bundle's advanced settings.
Viewing Submissions
From the Forms List
- Go to Forms
- Click on a form
- Click the Submissions tab
- Browse all responses with search and filter options
- Click a submission to view the full response
From a Contact Profile
- Open the contact's profile
- Click the Form Data tab
- View all forms this customer has completed
Submission Details
Each submission records:
- The contact who submitted it
- The booking it's associated with (if any)
- All field responses
- Digital signature (if required)
- Timestamp of completion
- IP address and browser information
You can download submissions for your records.
Duplicating Forms
To create a new form based on an existing one:
- Open the form you want to copy
- Use the Duplicate action
- A copy is created with "(Copy)" in the name and set to Draft status
- Edit the copy as needed
This is useful for creating variations of the same form for different services.