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How to Customize and Use the New Client Form in Shortcuts

The New Client Form in Shortcuts allows businesses to collect and manage client information efficiently. This article outlines how to access, customize, and optimize the form for better data collection and client interaction.

Accessing the New Client Form

  1. Navigate to the Client Screen:

    • Go to the Client section in Shortcuts.
    • Click New Client in the top-right corner.

  2. Choose Form Type:

    • Use the dropdown menu to select between:
      • Quick: Basic fields.
      • Detailed: Extended client details.
      • All: Includes all available fields.

Customizing the New Client Form

You can tailor the form to fit your business needs by selecting which fields to include and organizing their layout.

  1. Access Form Configuration:

    • Go to the Setup menu.
    • Select Configuration, then click General in the left navigation panel.
    • Click the Client icon and open the New Client Layout tab.

  2. Modify Field Visibility:

    • Use the Quick and Detailed columns to select which fields appear in each form type.
    • Tick the Mandatory column for any required fields.

  3. Reorder Fields:

    • Drag and drop fields to change their display order. For example, move "Email Address" to a more prominent position.

  4. Enable Opt-Out Options:
    Customize how clients receive information by configuring the following options:

    • Accept Medical Data Storage: Consent to store sensitive data (e.g., skin test results).
    • Accept Marketing: Set preferences for receiving marketing materials.
    • Accept Appointment Confirmation: Manage appointment reminders via email or Shortcuts Fusion.
    • Accept Loyalty: Opt-in/out of loyalty notifications.
    • Accept Ratings and Reviews: Allow clients to receive review requests.

  5. Privacy Policy Display:

    • Include your data privacy policy for clients to review and accept.
    • Enable prompts requiring acceptance of the policy.

Additional Configuration Options

Shortcuts offers further customization to enhance data collection:

  1. Preset Fields:

    • Use tabs for additional client data like Occupation, Age Group, and Referral Method.
    • Example: Add “Instagram” as a referral source by navigating to the Referral tab, clicking New, entering the method, and saving changes.

  2. Required Contact Information:

    • Ensure clients provide at least one name, phone number, and contact method by enabling these fields in the settings.

Key Notes

  • Mandatory Fields: Use sparingly to avoid deterring clients.
  • Field Order: Prioritize key information for faster data entry.
  • Restart Needed: Some changes may require a restart of Shortcuts to take effect.

By customizing the New Client Form, you can streamline client onboarding, improve data accuracy, and create a seamless experience for both staff and clients.