You may need to request a change if a client has entered incorrect information on the form.
To request a change you will need to go into Submitted Forms, click on the cog next to the form, and click on 'Request Changes' - If there is more than one party on the form you will need to make sure you select the party who originally entered the information on the form. Then click on 'Next' and select the fields that need to be changed. Scroll to the bottom and enter a description of the change to be made, then click on 'Send'.
The client will receive an email with a link to the form that will allow them to change the information. They will only be able to change the fields that you selected on the 'Request Changes' page - so no other information will be editable.
Once they've completed the change you will be notified via email and you can then view the updated form in your Submitted Forms.
If you need to change your opening times on your calendar then from the dashboard go to ’Bookings’. Click on the yellow ‘Actions’ button, then click ‘Edit Calendar Settings’. From here you can edit your start time, end time and days open. Once you’re ...
You can change and cancel your bookings directly from the Beauty Forms portal, or from the booking confirmation email you receive when a client makes a new booking. Watch the video to learn how!
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With our new feature you can add additional admin users to your account. This is helpful if you would like to provide access to the account for your staff members or colleagues. To add an admin user you will need to go to My Account > Users > Then ...
This video shows how to add signature and third-party approval fields to a form. It also shows how to change a form from face-to-face completion to remote completion if it requires third-party approval.