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Customizing an Intake Form

Updated

MassageBook provides you with a General Intake Form to get your account started. It may already fully meet your needs, and if so, then you're good to go! If you'd like to make changes to it though, the possibilities are endless!

 

To begin editing an Intake Form, you can follow these steps:

  1. Click Settings within your Business Profile
  2. Click Forms & Documents within the list of settings
  3. Click Options next to the Form you wish to edit.
  4. Click Edit

Note: You can also click the name of the form to enter the edit page

 

Making changes within the Form Builder

Once the form builder opens, you will see all the components that are currently included within the form. Components include things like text fields, checkboxes, radio buttons, etc. You can learn more about all of the components here: Overview of Form Components

 

To edit a component, you can follow these steps:

  1. Hover your mouse cursor over the component you would like to change
  2. Click Edit (gear icon) at the top right corner of the component.
  3. Make changes the changes you would like
  4. Click Save

To remove a component, you can follow these steps:

  1. Hover your mouse cursor over the component you would like to change
  2. Click Remove (X icon) at the top right corner of the component.

To move a component, you can follow these steps:

  1. Hover your mouse cursor over the component you would like to move
  2. Click Move at the top right corner of the component.
  3. Drag the component to the new location

To add a component to your form, you can follow these steps:

  1. Click and hold the component from the list on the right side of the page that you would like to add
  2. Drag the to where you would like for it to appear in your form
  3. Release your mouse to drop the component into your form
  4. Customize the text and settings of the component
  5. Click Save

To add a page to your form, you can follow these steps:

  1. Click + Page
  2. Enter a name for the page
  3. Click Save.

Note: You can drag and drop pages to reorder them within the form

 

Once you have completed the necessary updates to the components within the form, you can manage the form's name, settings, and the text included in Form Request email by Customizing the Form Settings.

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