Forms: Button for "Send to iPad"
Would like an option to trigger a form to populate on the ipad for a client to complete. We had a client checkin and add a service which requires a form, but there's not a clean way to have them complete the form on the ipad. We have to put them back to Confirmed and checkin all over again
Daly Wolfe
shared this idea
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Ben Stevens
commented
This is also a problem if the guest doesn't have a phone number or email address. There is no way to sign them into the ipad to complete forms if they don't have that information on their profile. We often have guests with no contact information when they are booked as part of a group appointment.
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Mandy Stevens
commented
I would definitely do more electronic forms if I had an option to "send" a form to an iPad for a guest to complete at check in. Often they like to check in with a person rather than the iPad but wouldn't mind filling the form out electronically if given the option.
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Ben Stevens
commented
Management of forms in general is weird if it wasn't automatically assigned to the appointment. Adding one to the appointment manually should work just like an automatic form instead of prompting the person at the computer to complete it immediately.
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Chauntae Hammonds
commented
I would like to be able to send forms that I may want a client to sign to the duo at check in. Currently if it is not attached to the appointment, the client won’t be prompted to sign it. If we add it to their profile it should send it to the duo