SimpleSpa Documentation Current release v3.808

SimpleSpa features integrated forms, so you can quickly and easily add your own custom intake forms, questionnaires, and even consent forms with the ability capture your clients signature

Adding a Form

Hit the Add Form button, and you will first need to enter the Name of the form you are creating and a description, please make sure the description is something that your client will understand

Editing a Form

At any point you can hit the pencil button next to the form and a window will appear where you can edit the Name, Description and also adjust the sorting and remove questions that you have added

SimpleSpa supports rich text editing so you can customize your form header, descriptions and questions to look any way you like; After you have added a form on SimpleSpa the next step is to add questions for your clients to respond to, SimpleSpa Forms offers the following fields:

Header

A header section clearly depicts what questions you will be asking

Description

General information about the form that will be displayed

Short Answer

Customer input field, that is most commonly used; i.e. What is your name?

Date

This field accepts a date with a date-picker; i.e. Enter your birthday?

Checkbox

Here you should ask a simple question; i.e. Are you over 18?

Terms

Here you can write terms that will need to be accepted by the respondent

Signature

Accept a digital signature from your client, here your client will have a space to draw their signature

Any field can be set as required so a form will not be submitted until the field has been answered

After you have created a form you will want to assign it to the respective service that is associated with this. If you have created a consent form for Microblading, then you should select the Microblading service and click the edit button, you will notice on the right of the popup a section called Forms, here it shows all the Forms which you have assigned and you can assign as many Forms that this service requires. So in this situation you would be adding a Consent Form, and also Pre-Treatment Questions for your clients to fill out.

Creating forms is easy, and after they have been assigned to a service you will want your customers to fill them out. SimpleSpa makes it easy for you to automatically attach form links for your clients to fill out when they book an appointment.

First you should add the [FORM] tag in the email notifications you will want your forms to automatically show up in the emails (Online Booking & Reminders)

Second when an appointment is booked online your clients will receive their automatic notification with the forms as links for them to fill out, if you have added the appointment then you should hit the "Send Email" button so you can send out the automated email (*same as online booking email) with the forms showing up automatically for the service that was booked

Finally when your client has filled out the form, the Orange Form button in the appointment will show up as Blue and you can click and review their response

All form data is encrypted and securely stored