You can use Guest Form, ( also known as the guest intake form, new guest form, or guest consultation form), to gather information of a guest such as name, address, contact details, health history, allergies, and lifestyle details, when a guest visits you for the first time.
Note: A business can only have one guest form.

To upload a Guest form

  1. At the organization level, click the Admin icon.

  2. Navigate to Custom Fields > Custom Forms.

  3. Click Add.

  4. Complete the following fields:

    • Name: Enter a name for the form. Example: Guest Consent Form.

    • Code: Enter a code for the form. Example: GC_FM.

    • Description: Enter a description. This is an optional field.

    • Assigned To: To associate the HTML form with guest profiles, select the Guest option.

    • Make this form read-only for guests (Webstore,CMA): Select this checkbox to make the form read-only for your guests in the Webstore and Customer Mobile Application.
      Your Only providers can still fill the form.

    • Copy and fill details from the old form into the new version of the form: Select this checkbox to retain the relevant data from the previous version of the form in the new version. This way, after you update the HTML of the form, when a guest or provider updates the details in the form, they will only need to fill the updated fields.

  5. Click Next.

    A text area appears where you can enter your HTML.

    You can use the available macros to add variable values to the body of the form.

  6. (Optional) Click Preview to view your form before saving the changes.

    This allows you to view your form with multiple fields in one single screen.

  7. Add your HTML to the text area and click Save.
    You have successfully uploaded your guest form. This form will now be accessible from any guest profile.

    Learn more:

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