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Creating a New Form

Updated

In addition to the General Intake Form, Amplify subscribers can create any number of new, custom forms. When creating a new form, you can choose to start with a blank form or one of our template options.

To create a blank form, you can follow the steps below:

  1. Select Settings within your business profile
  2. Select Forms & Documents
  3. Select +Create new form

To create a form using one of the templates, follow the steps below:

  1. Select Settings within your business profile
  2. Select Forms & Documents
  3. Select Form Templates
  4. Select Options to the right of the template you'd like to use
  5. Select +Create form

 

You will then reach the Form Settings page, where you can fully control when an email sends to a client to complete their form.

 

Form Settings

Within Form Settings are the following options:

  • Form Name

    • this must be a unique name for your form

  • Form Triggers

    • Client type - New clients only, Existing clients only, All clients
      • A new client is defined as a client that does not have a form on file.
      • An existing client is defined as a client who does already have a form on file.
      • All clients includes both client types.
        • Note: if you are creating multiple forms for specific services or specific staff, it's best to set the form to All Clients. That way, the client will receive a form when booking the applicable services or staff, even if they have filled out a different form previously
    • Services
      • All services will automatically select all services in your menu, including any future services you may add.
      • If you select specific services, then the form will only send when those specific services are booked
    • Staff
      • All staff will automatically select any service providers added to your business, including any future staff you may add.
      • If you select specific staff members, then the form will only send when those specific staff members are booked

  • Sending Rules

    • First email
      • This option will control when the client receives their first email to complete their intake form.
    • Reminder email
      • This option will control when the client receives a reminder to complete their form.
      • The reminder will only send if the client has not filled out their form by the time the reminder is scheduled to send.
    • Send request to update
      • This option will control when the client receives a request to update their form and make any changes to items that may have changed.
  • Email text
    • Customize the text included in the body of the email that the client will receive

Once you have selected the form settings that you would like, click Next: Customize form to build your new custom form

 

Form Builder

Once you reach the Form Builder, you will see either the blank form or template you selected. On the right side of the page you will see the available form components. You can find more detailed information about each component here: Overview of Form Components

To add a component to the form, you will click the title of the component in the list, then drag and drop it within your form. 

As the component is dropped into the form, you will see available options for the component.

After the component options are selected, the component will be added to the form. Hover over the component in the form to see options to Edit, Move, or Delete the component. 

  1. Drag, drop, and customize any components you would like in your form.
  2. Click Save Form

Your form will now be ready to send automatically when appointments are booked!

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