Depending on what a customer has booked in for they may be required to fill out an intake form prior to their visit.
You can view the Intake forms guide to see how to create and edit intake forms for your different offerings i.e. Appointments / Fitness classes (sessions) etc.
If the items within an order require an intake form then an intake forms tab will appear on the order. The link to fill out the intake forms will be sent out in the confirmation email.
Confirmation emails are automatically sent for online orders but you can manually send these emails if the order has been added by a user, just head to Messages > Confirmation > Send email. You can see here how the email will look like.
The guest can access the form in the email however, you can also access the intake form link if the guest arrives and hasn't yet filled it out. To do this on the order head to Intake forms > share link > copy. You can now paste this into a browser so the guest can fill out their form!
When intake forms have not yet been completed, a warning icon will appear on the Intake Forms tab, allowing you to see this at a glance. The status of the intake form will also be shown in yellow as 'Incomplete'.
Once all guests within the order have completed their forms, this will update to a green tick to indicate completion. If you go to the Intake forms tab on the order, you’ll see a form listed for each guest, with the status shown in green as 'Complete', along with the date and time the form was submitted.
If you select 'View' you will then be prompted to enter in your password to be able to view the form.
** Please note: You will only be able to view intake forms if you have the user permission 'Intake forms' toggled on. View the guide on User permissions for more info on this!