Submitted Forms
How to Create a Folder for Submitted Forms
How to view, archive, recover and remove submitted forms
How to download a batch csv
You can download a batch csv if you need to view clients' data in one place, or if you want to export the data to your CRM or booking system, for example. To download a batch csv please watch the video and follow the steps below. 1. Click on ...
How to update/edit a Treatment Record
This tutorial video shows you how to edit your treatment record. Please note that each time you edit and save an editable form it will deduct one credit from your Beauty Forms account balance.
How to use an editable form
This tutorial video shows you how to edit your editable forms. Please note that each time you edit and save an editable form it will deduct one credit from your Beauty Forms account balance.
Download Submitted Forms
Once you have received a submitted form it will be stored on your Beauty Forms account. You can also download a copy of the form for your records. You can download a PDF, which will then allow you to print or save the document to your device. You can ...
How to request a change
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 ...