Understanding Form Templates
Form templates are general forms that you can send to clients or have on your website to collect general information.
They are not for scheduling actual visits.
Example: Appointment Request Forms
A common example of using Form Templates would be adding an Appointment Request Forms to your website:
When the client clicks on the "Submit An Appointment Request" button, they are directed to the appointment request form:
Form Submissions Tab
Any form that is created in "Form Templates", when submitted, will show up under "Forms Submissions"
For Example: When a client submits an Appointment Request Form from your website the form will also show up in the "Form Submissions" tab in SimpleDVM.
You will also receive an email and a push notification that a form was submitted
Managing Forms
To add a form or edit an existing form, go to "Forms Template" which is in the "Templates" drop-down under "Settings" and click "Add Form Template" or click on the form you would like to edit:
Click the "Manage Form Template" drop-down in the top right-hand corner, then click "Edit":
Here you can edit the content of the form such as the:
Title
Subtitle
Post Submit message
The information you would like to collect
The questions you would like the client to answer
Adding Questions to a Form
You can add multiple questions to any form in various formats (e.g., yes/no, dropdown).
To delete a question, click on the "X"
To add a question, click "+ Add Question"
Fill out the "Question Text" section and then choose from the "Question Type" drop-down
Here you can customize how the client is able to answer the question