How to use Shortcuts / Shortcuts

Shortcuts Classroom: Online Client Information Card / Custom Forms – Basics

Noe Valladolid Feb / 03 / 2020

Tuesday, June 2 @ 9am PDT

Online client information cards give your staff the freedom to add clients, review visit notes, or even fill out forms from any tablet or mobile device. If you are a spa that relies on paper forms then its time to update to the digital age! Create your own forms, have the ability to record signatures, and even give only certain staff members permission to access these forms. We cover all the basics in this classroom session.

Online Client Information Card / Custom Forms – Basics
• How to give access to Online CIC
• How to configure Custom Forms
• How to use Custom Forms

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