Slick Consultation Forms - How to View Completed Forms and how to fill in incomplete ones in Store
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Slick Consultation Forms - How to View Completed Forms and how to fill in incomplete ones in Store
Serena Rizzo
Learn how to duplicate an automated form, adjust its settings for manual sending, and successfully send it to clients.
Slick Consultation Forms - How to View Completed Forms and how to fill in incomplete ones in Store
Serena Rizzo
Learn how to duplicate an automated form, adjust its settings for manual sending, and successfully send it to clients.
Chapters
00:00
Introduction
Overview of automated versus manual forms in the system.
00:19
Setting Up Manual Forms
00:43
Sending and Tracking Status
Transcript
00:00
Okay, now that you've set up your forms, let's see how they look like.
00:06
So over here, I went to this client profile on, forms, and I can see two of the forms that I've, in this case sent manually to them.
00:15
one has been completed, so I can click on view forms, look at all of the answers, find the signature, and I can decide to print it and save it.
00:31
And then if a client has not completed the form yet, it will be marked as awaiting.
00:36
In that case, you'll be able to send it again for manual forms or fill it in in store.
00:44
So when the client arrived, you can fill it in with them from your desktop, laptop or mobile, You can also find the form in the appointment model by clicking on the appointment and going to forms to see the form.
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