You can create a free Jotform account to send up to 5 different forms to your clients!
Please note, if you need to send more than 100 forms a month, or need to create more than 5 different forms, you may need to sign up to a monthly Jotform subscription. You can review their pricing here.
Within a client's profile, you can now store a link to their consultation form so you can easily access this information in-store or on the go!
Creating your form
To create a consultation form, please head to Jotform.
Sign up to a free account using your email address:
Head to your email inbox and click on the link to verify your account. You will then be able to start building your first form:
You can either create a form from scratch, use one of our handy templates where you can access ideas and inspiration for the perfect form.
Start by clicking the 'create form' button you see here, it will be on the top left of your Jotform dashboard.
Choose how you want to begin based on whether you have a template to import or you want to build a new one!
In this example we have chosen 'start from scratch' where we are then asked which format we would like our form to display. We suggest the 'classic form' for this.
Start by selecting 'add form template' here to start building your form.
Choose your form fields from the left hand side by dragging them onto your form template. This can include everything from the client's name to multiple choice questions:
You can change the form colours, layout and themes by clicking on the blue paint roller icon in the top right hand corner.
Click 'Preview Form' in the top right hand corner at any time to see what your form will look like on a phone, tablet or desktop.
When you have built your form, head to 'Settings' and 'Conditions'. Here you can change what your client sees depending on their answer. For example, if they choose 'Yes' to confirm they have had a patch test, you may make the 'date of patch test' answer a 'required' answer.
To make sure a link is submitted with each completed form head to 'Emails'. This will help you structure how your responses from clients are submitted to your inbox.
Click the edit button next to your email address.
Within 'Email Content', Go to 'Form Fields' and select 'PDF link'.
When you have completed all of these steps, go to 'Publish' at the top of the page and copy your form link.
Submitting your form to Slick
Send a message to Slick's customer support via live chat with your form link so we can attach this to your account.
Sending your form to clients
Now you are ready to send your consultation form out to your clients 🥳
1. You can send this out to clients in bulk (eg, all of your beauty clients) via 'Clients & Marketing' or to individual clients via their bookings.
Click on the Sent text button in the booking modal.
2. Write your personal message to your client then click on the 'Add Consultation Link' button.
This will auto fill your booking link.
Adding your form to the client profile
1. When your client has completed their form, this will be shown on your form inbox.
You can access that here.
2. Then select the 3 dots on the right hand side of the submission and 'customise pdf'.
3. Click on Share.
4. Click on the 'copy link' button here on the pop up window! This will link you directly back to the client form.
16. Paste this link into your client's profile and press save!
IMPORTANT: To ensure you can click on this link on any device, Jotform recommends amending your privacy settings within your Jotform account:
Go to your Jotform Account Settings and ensure the following section doesn't have anything checked.
PLEASE NOTE: to ensure full GPDR compliance, please read Jotform's GDPR compliance rules. To complete a Jotform Data Processing Addendum, please click here.
If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!