Form Template
Create a QR Code from your form template
We have now added the ability to generate QR codes of your form templates so clients can easily scan to complete and submit your forms. To create a QR code you will need to click on ‘Form Manager’ > Then click ‘Forms List’. Click on the red ‘QR Code’ ...
Edit Form Template Name
To change the name of your form please follow these steps: 1) Log in to your Beauty Forms Account 2) Click on 'Form Manager' 3) Click on 'Edit Form' 4) Select the form from the dropdown list 5) Click on 'Form Settings' 6) Edit the Form Name 7) Click ...
Radios/Checkboxes Alignment
With the radio and checkbox fields you can choose to display the options horizontally or vertically. Horizontal Alignment: Vertical Alignment: To change the alignment of the options you will need to follow these steps from your Beauty Forms account: ...
Editing Your Forms
With Beauty Forms you have the ability to edit any of our form templates (and even create your own forms). You can edit your mandatory field settings, reposition fields, add/edit/delete fields and content, add photo fields and more! Please note: If ...
Approvals and Signatures
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.
Set up a sum field
This is a short tutorial video showing you how to set up a sum field on a form. A sum field will automatically perform a calculation on a form so that your clients don’t have to! To set up a sum field go to the Form Builder / Click on ‘Advanced’ in ...
Clone a form
This is a short tutorial video showing you how to clone a form. Cloning a form can be helpful if you would like to create a new form that’s similar to one of your existing forms, or create a new version of an existing form.
Set up form naming
Setting up form naming will help you to identify your forms once they’ve been submitted. You can set up by Client Name, Form Name or even by Salon Location, Therapist Name etc.
Check your mandatory field settings
Form fields can be set to mandatory or optional, depending on your requirements. To check the mandatory field settings you will need to go to Form Manager > Click on the cog next to the form > Form Builder > Click on ‘Edit’ next to a field > ...