Building my business / How to use Shortcuts

Build your very own Customized Form!

Caitlin Adamson Oct / 17 / 2017

We like to be the bringers of good news here at Shortcuts. We’ve heard whispers that you’d like a simple way to collect signed waiver forms from clients, and have it sync straight to their online client history record.

We’re here to tell you that there is a way! It’s called Customized Forms – a fancy new Shortcuts tool that enables you to collect consent and other important information from your clients before their appointment. To top it all off, it’s been designed specially to help you deliver the best guest experience possible. Trust us, they’ll love you for it!

How do they work?

Customized Forms are super simple to set up thanks to a handy what-you-see-is-what-you-get layout that lets you see your form as you build it. You’re given plenty of client information fields to choose from, so you can gather the key info you need, from allergies, to high blood pressure, to details about their upcoming appointment. Nothing will slip past you!

Simply select the fields you’d like to include, and customize them with the questions you’d like to ask. It’s that easy! You can also choose how often you’d like each client to fill out the form – this can be just once, every visit, or every few months. The power is in your hands.

Once the form has been created and saved, simply hand a tablet to your client so they can fill it out. They can add their signature at the end of the form, and once they agree to the terms and conditions a time stamp will appear, meaning you now have formal signed consent for their procedure.

The form will be saved nice and safe in their online client history which you can view as necessary. Say adios to tedious administrative work and data entry mishaps.

Show me more!

Are you excited? Yeah you are! We think Customized Forms might just be your new favourite feature for your spa or clinic – and we think those of you in hair and beauty will love them too.

Check out this quick video and learn how to build your very own form. Want to see how your clients will experience your customised creation? Have a look at this video instead.

Caitlin Adamson
Caitlin Adamson is a passionate creative and analytical thinker who brings her love for the written word to the marketing world. She brings her fresh outlook to the Shortcuts team and strives to create strategic and engaging collateral to help salons, spas, clinics and barbers to tackle their business endeavours with confidence.

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