Forms
Forms

How to create a form?

Create technical forms with custom sections and fields for your clients or appointments.

Create from the admin panel

  1. Go to Administration → Fichas → Forms and click "+ New form".

    Forms list with the New form button
  2. On "Create form", enter the form name and click "+ Add new section".

    Create form screen with name and add section button
  3. Fill in the section name and optional description. Save the section with the card's "Save" button.

    Section name and description form
  4. Click "+ Add field". Choose the response type, enter the question and enable "Required" if needed. Save the field.

    Field configuration with response type and question
  5. You can add more fields or sections and choose different response types for each one.

    Response type selector for form fields
  6. To preview the form, click "Preview" to see it before saving. When ready, click "Save" (bottom right) to create the form.

Create from the client profile

  1. Go to Administration → Clients and open the client profile (view icon).

    Clients list in Administration
  2. In the client profile, select the "Forms" tab and click "Fill out a form".

    Client Forms tab with the Fill out a form button
  3. In the dropdown menu, choose "Create new form" → "Design a form from scratch".

    Fill out a form menu with Create new form option
  4. Enter the form name, add sections and fields as in the admin panel, and click "Save".

    Create form screen from the client profile

Create from the calendar

  1. Go to Agenda and click an appointment. In the detail view, click "Edit".

    Appointment detail in the calendar with the Edit button
  2. In "Editing Appointment", select the "Forms" tab and click "+ Fill out a form".

    Booking Forms tab with the Fill out a form button
  3. In the dropdown menu, choose "Create new form" → "Design a form from scratch".

    Fill out a form menu on the booking with Create new form option
  4. Enter the form name, add sections and fields, and click "Save".

    Create form screen from a calendar appointment

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