Do you have an intake form / waiver all customers and members need to fill in once?
You can do this in Trybe by setting up a Mandatory Intake Form in your settings. Do this by heading to:
Settings
Intake Forms
Scroll down to a section called 'Mandatory intake form sections'
Add Mandatory section
Unlike the intake form section above, these sections will only appear once to the customer / member and will be recorded on their client profile.
To create the section, select 'Add mandatory section'. You will be asked to create a 'Title' and 'Description' of the section (both of which can be changed later).
For Example:
Title: Spa Waiver form
Description: Please complete the waiver to agree to the terms of the Spa
Once entered, select 'Create'.
In each section of the form you will have to fill out the following information:
Details
Questions
Details
Here you can set the title, description, introductory text and concluding text for this section of questions.
Title i.e. Medical History (this is seen by the Guest)
Description i.e. To gather details on medical conditions (internal, not seen by the Guest)
Intro text i.e. Please fill in the following questions (this is seen by the Guest)
Outro text i.e. Please review above to make sure this is correct before continuing (this is seen by the Guest)
When you add changes to this section select 'Save details' to save changes.
Questions
Finally you can now add the questions to this section. You can add as many questions as you need!
Select 'Add new question' > enter in the question > create. You can 'edit' or 'delete' questions by selecting the three dots next to the question.
All questions can be configured with a different Answer Type i.e.
Short Text i.e. Good for questions requiring a short answer such as entering a Full Name
Long Text i.e. Good to questions requiring a detailed answer such as "Let us know more information
Multiple Choice i.e. Please select any conditions that apply
Yes/No i.e. Direct questions such as 'Do you have a Nut allergy?'
Phone i.e. To request a phone number (this will enable a field displaying country codes)
Email i.e. this will enable a field that checks the format of the text entered to make sure it is consistent with an email address
Date/Time i.e. useful when asking for DOB or last date they went to the gym questions
Terms & Conditions i.e. anything you want the Guest to consent to such as "I agree all the details entered above are true' etc. (These are automatically enabled as Mandatory questions.)
You can make any question Mandatory or Optional by toggling on the Options to Required or Not.
For Yes/No or Multiple Choice questions, you can request 'Additional details' > if this is toggled on, when the guest has selected an answer, a free type text box asking for more details will display.
For Multiple Choice Questions, you can enable whether only one answer should be ticked or if multiple choices can be ticked...
How do these appear to customers?
The Mandatory Intake form section will be sent out on the first Order the customer makes. There will be a 'Fill out intake form' in the customers Confirmation below. They will be taken to a new tab to complete the form, see below example.
If you have also set up Intake forms for your offerings, the mandatory section will be added to the bottom of the Intake form section. Once the customer completes and submits this will be recorded against the Client profile for that customer / member. You will see the date and time the waiver was submitted. See below screenshot.
The next time the customer makes a booking that requires an Intake Form, the mandatory section will not appear to the customer again.
To view the Mandatory waiver, head to the Clients page > search for the clients name to find the customer and enter the clients profile.
Once on the clients profile, scroll down to the Mandatory waiver > select the arrow to view the waiver.