Sending a reminder to a client to complete a form
When a client has an incomplete form on their profile, you can send them an email notification to encourage them to finish filling out the form. Clients can complete outstanding forms from the Client Web App. For more information, see Client Web App: Viewing and completing your forms. If the […]
Marking up images on forms
One of the components you can add when creating or modifying a form is the image markup component. This component displays an image on the form that staff members or clients can draw or write on before submitting the form. With the image markup element, you can collect information on […]
Creating client surveys using Forms
You can easily create a client survey using Forms. Client surveys can be useful for gathering valuable insight and feedback about your business and the services you offer. In this article: Create the survey in Forms When you create or modify a form to use as a survey, keep in […]
Sharing a direct URL for your forms
When you create a form in WellnessLiving, a direct URL for the form is generated automatically. You can copy these direct URLs and add them to your website or send them to your clients in an email, SMS message, or push notification. To share a direct URL for your forms: […]
Forms settings
This article describes all the elements and settings available when creating or modifying a form. In this article: Form components Component Description Short Answer A field allowing for a question and optional subheading, where the user must provide an answer limited to 125 characters. Section Divider A solid line divider […]
Client Web App: Viewing your forms
Clients can use the Client Web App to view and complete their forms. If a client has new or outstanding forms associated to their client profile, those forms will be displayed. In this article: To view a form in the Client Web App: On the top menu, click My Profile. Click the Forms tab. Click the form […]
Enabling Forms
Forms is a powerful tool in WellnessLiving that can help you streamline and manage your business. Forms help you qualify your new leads, sell specialized products and services to dedicated client groups, and much more. Before sending any forms to your clients, make sure your Forms settings have been configured […]