Completing Client Forms

When a client form template(s) is added to a bookitlive account each client record will have a Forms tab.

 

Completing a client form
  1. Logon to your bookitlive account
  2. From the Dashboard search for and select the client by typing in the client name
  3. Use Edit Client button to open the client record
  4. Select the Form tab
  5. Select the Form Template that you want to complete. The templates are listed at the top
  6. A new page will open, complete the form by answering each question
  7. Save the form (All mandatory questions must be completed for the form to save)
Renaming a completed form
  1. Logon to your bookitlive account
  2. From the Dashboard search for and select the client by typing in the client name
  3. Use Edit Client button to open the client record
  4. Select the Form tab
  5. All files that have been uploaded against the selected client are listed
  6. Select Edit to rename the file 
Deleting a completed form
  1. Logon to your bookitlive account
  2. From the Dashboard search for and select the client by typing in the client name
  3. Use Edit Client button to open the client record 
  4. Select the Form tab
  5. All files that have been uploaded against the selected client are listed
  6. Select Delete to remove the file 

Printing a completed form

  • Logon to your bookitlive account
  • From the Dashboard search for and select the client by typing in the client name
  • Use Edit Client button to open the client record
  • Select the Form tab
  • Open the completed form that you want to print
  • Select the Print button at the bottom of the formClient_forms_2.JPG
  • The Form will be converted to a PDF
  • Print the PDF

Emailing a completed form

  • Logon to your bookitlive account
  • From the Dashboard search for and select the client by typing in the client name
  • Use Edit Client button to open the client record
  • Select the Form tab
  • Open the completed form that you want to email
  • Select the Email button at the bottom of the formClient_forms_email.JPG
  • Update any information that you want to change
  • Select the Send Email button Client_forms_send_email.JPG

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.