Introduction
Forms let you collect information from your clients, from quick surveys to liability waivers. You'll find them under Marketing > Forms.
Types of Forms
You can create:
Surveys
General forms for collecting information
Liability waivers
Important: Liability waivers depend on your booking system. They may not be available for every location. Where they're supported, completed waivers go back into your booking system.
Building a Form
Forms use a drag-and-drop builder. Drag in the elements you need and arrange them however you like, such as:
Heading
Text
Image
Text Area
Checkbox
Signature
When you're done, click Save in the upper-right corner.
Using Your Forms
Once a form is saved, you can:
Add it to pipeline outreach
Send it to a client individually
Include it in a campaign
Open any form to see its Share and Settings options and a preview of what clients will see.
Learn more: