Alert for Completed Intake Forms
A way to alert the front desk that a form for a client has been completed
Hey folks! Today we released a related feature: the schedule view.
Accessible from either the Front Desk or Calendar views, you can select "Schedule" to view a list of any day's appointments and filter that list by the form's status. This will make it easier to see when staff or clients complete a form or chart, or who still has items outstanding. Learn more here, and we hope you enjoy!
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Kim Schlais commented
Ability to toggle on notifications for when specific forms are submitted.
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Lexie Engel commented
I also would like an alert on the profile for any charting that is not complete on the provider end if they have a chart that is attached to that service.
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Mary D. commented
Once a client has completed their intake forms, have a tag automatically show on the appt! This would be INCREDIBLY helpful so we don't have to keep checking the "Schedule" tab all day.
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Ivan Tufek commented
Need notifications when a customer has completed forms prior to their appointment to review to see if appointment needs changed.
We need to know the content of the form days before they come in.
We need to make sure they are:
Booked properly
Good fit - ex box color use.It’s too late to fill a form in the salon.
We need the form filled immediately when booking (1) and when completed our front desk should be notified with a proper notification (2).
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Brenna Smith commented
Send a notification to the business once a client has completed filling out a form.
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Amanda Whiteing commented
We need to be able to see who has/hasnt signed forms, and be able to print from that page as well.
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Amanda Whiteing commented
We need a pop up note for clients to complete forms if they havent done so before check in. We have no way to view these without searching high and low in their profile.
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Nicole Jordan Hubert commented
We have a terms and conditions waiver form that we require our guests to sign but there is no tag that automatically populates when the form is completed which means we need to manually look through each appointment to ensure the form is filled out.
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Z Kaitlyn Dykes commented
It would be amazing if we could see that there is a pending consultation form right from the notes on the calendar view. We often miss forms because the system only notifies us when you are edited the appointment. Would love to see it as a notification on the notes section.
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Jamie Tiedemann commented
When a guest does not complete a required form (like a massage health history form) prior to their appointment, have a flag on their appointment on the front desk page to alert the front desk they have paperwork to complete upon check in .
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Matt Alleman commented
Auto applying a tag or adding some other indication when a client has filled out the forms we send them before an appointment will save us having to go into that clients account multiple times to check.
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Daniel Grzelak commented
Ability to plan ahead, stay organized, and prevent crowding at reception
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Amanda Ohearn commented
It would be great to see which clients have filled out certain forms
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Jamie Kim commented
Would like to receive an alert letting us know that our client completed their form
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Jaclyn Wenaas commented
Having a list of completed forms to easier search forms for clients without having to go into client profiles.