Creating Custom Online Client Forms in Shortcuts

Getting Started

1. Accessing the Custom Forms Section

   • Log in to the Shortcuts Console.
   • Click on the Client Information tile.
   • Select Forms from the menu.

2. Choosing Between Standard and Custom Forms

   • Keep the standard online client information card active if you wish to use it alongside custom forms.
   • Once at least one custom form is created, you can disable the standard form if desired.

Creating a Custom Form

Initial Setup

• Click the Create Form button.
• Fill in the form name and tick the Active checkbox.
• Enable Retain History if you want a record of each form submission.
• Specify how frequently the form should be updated.
• Decide if employee review is required for client-submitted forms.

Designing the Form Layout

1. Adding Elements

   • Use categories to select fields and elements such as:
     • Client Fields (stored in the client card).
     • Extra Form Fields (checkboxes, drop-downs, text boxes, etc.).
   • Add elements like logos, headings, and customizable client information fields.

2. Organizing Fields

   • Rearrange fields using arrow buttons or remove them using the X icon.
   • Adjust field labels to display above or beside the input box.
   • Mark fields as mandatory if required.

3. Incorporating Opt-In Options

   • Provide clients with preferences for communication and data storage:
     • Marketing communications.
     • Appointment confirmations.
     • Ratings and reviews.
   • Include a data privacy policy for client acknowledgment.

Creating Questions and Input Options

1. Question Types

   • Single Choice: One answer from multiple options.
   • Multiple Choice: Checkboxes for selecting multiple answers.
   • Text Boxes: Single-line or multi-line text input.
   • Number/Date Fields: Input for numerical or date values.
   • Drop-Down Lists: Compact format for selecting one option from many.

2. Customization Options

   • Adjust field order and layout.
   • Configure display options, such as columns for checkboxes or alignment for elements.
   • Add explanatory messages or display text for client reference.

Advanced Elements

• Capture Photo: Enable clients to upload or capture photos, with the option to save them in their history.
• Terms and Conditions: Include waiver text and allow clients to consent via a checkbox or digital signature.

Saving and Implementing the Form

• Click Save once the form is complete.
• Your custom form will now appear as an option when collecting client information online.

Key Takeaways

• Custom Forms in Shortcuts provide flexibility and enhance client interactions.
• Follow this structured process to create intuitive and professional forms.
• Regularly review and update forms to ensure they align with your business needs and compliance standards.