Appointment Request Forms are custom forms you can create from your Shop Owner login or from your Artist login. These forms can act as a tattoo or piercing intake form, a lead form, or any other use case you can think of.
You can have potential (or existing) clients fill out your form from your website or social media and their response will appear under the Appointment Requests link on your left-hand sidebar menu.
When someone fills out your form, it will add a Client Profile for new customers and if a returning customer fills it out, it will attach to their existing Client Profile by searching for a matching phone number (matching the phone number on the form and the phone number on the relevant Client Profile).
Here's a video on how to create your forms from the Shop Owner login:
Steps to create your form from the Shop Owner login:
Click on Request Forms under Forms on the sidebar menu
Click Create Form
Enter a name for your new form
Click Add to add a new question to your form. The types of inputs you can choose from are:
Checkbox (checked/unchecked)
Text Field (for shorter answer questions like 'What's your budget range?')
Large Text Field (for paragraphs such as descriptions of tattoos)
Yes/No (yes/no answer options with no 'Other' field)
Yes/No/Other (yes/no answer options with an 'Other' field)
Display-Only Text (no input from client, just displays custom text on the screen)
File Upload (for images)
When you're done adding questions, you can click 'Request Forms' on the sidebar menu to view all of your shop forms.
Steps to create your form from the Artist login:
Click on Appointment Request Forms under Settings on the sidebar menu
Click Create Form
Enter a name for your new form
Click Add to add a new question to your form. The types of inputs you can choose from are:
Checkbox (checked/unchecked)
Text Field (for shorter answer questions like 'What's your budget range?')
Large Text Field (for paragraphs such as descriptions of tattoos)
Yes/No (yes/no answer options with no 'Other' field)
Yes/No/Other (yes/no answer options with an 'Other' field)
Display-Only Text (no input from client, just displays custom text on the screen)
File Upload (for images)
When you're done adding questions, you can click 'Request Forms' on the sidebar menu to view all of your shop forms.
How to View Your Appointment Request Inbox
From the Shop Login:
View the appointment request inbox from the Shop Login by clicking/tapping on Your Shop on the sidebar menu and clicking/tapping on Appointment Requests (see below):
From the Artist Login:
View the appointment request inbox from the Artist Login by clicking/tapping on Appointment Requests (see below):
If the request isn't your cup of tea, you can offer it to another artist by choosing Transfer to another artist. You can also send it back to the shop login by clicking/tapping the red Decline button on the bottom left of the Appointment Request screen.
To accept an appointment request and create an appointment with the client who made the request, you can click/tap Accept then you can either (1) send your client a link via email or SMS so they can book only with you and only the service you select or (2) you can add the appointment to your calendar yourself. See the above video for an example.
From the appointment screen, you can send your client the link to pay your deposit. You can also see details and make updates to the appointment. Click/tap on the Request Info on the Manage Appointment screen to see info from your client's appointment request form (see below):
Any questions? Feel free to reach out to us via chat (the icon on the bottom right of your screen once you're logged in) or sending an email to [email protected].