NOTE: Must have “View Form Responses” and “Advanced Forms” privileges enabled for staff to be able to complete these actions.
Staff Form and Chart Actions
Print a Blank Form
You have the ability to print a blank form to be filled out on paper.
From the Appointment
Open the blank form
Select the 3-dot menu in the top right corner
Select Print
From the Form and Charts templates page
Navigate to Manage Business settings, then Forms and Charts
Select the 3-dot menu on the form you want to print
Select Print
NOTE: For this method, you must have the Business Manager privilege setting enabled.
Pre-Submission Options
Before a client or staff member has submitted a form or chart for an appointment, you have several actions available in the menu in the top right corner
Mark As Completed Offline: The form is submitted, despite it not being completed. Use this option when an automatically-added Client form does not need to be resubmitted, such as when the form was completed outside of Boulevard. (Note: This option is only available for forms. It is not available for charts.)
Save Draft: Staff members can save a form or chart as a draft for future completion. It stays unlocked, able to be opened and completed at a later time by any staff member with forms access. It is marked with a blue "IN PROGRESS" label.
Save & Submit: The form is submitted and locked. No future changes can be made. The form is marked with a green "Completed" label.
Delete: If a form is “not started” you can now delete it from the appointment by selecting the three-dot menu > Delete. Once a form has been saved as “in progress” or “submitted” you will no longer be able to delete a form, but you can archive it.
Charts have one additional option: Copy from previous submission. If a client has had the same template completed before, Boulevard can copy the most recent responses to the chart and insert them to be updated or submitted today.
If you added a form to an appointment by accident or no longer need a form that was auto-added, you can remove any form with the "not started" status from an appointment. Click the 3-dot menu to the right of the form name, and hit "delete."
Post-Submission Options
After submitting a form, 3 options are available:
Add Note: This allows a note to be added to a completed form (see here).
Print Form: This opens a connected printer window. This also provides the option to Save the form (see below).
Archive Form: This archives the current form. A new "Not started" copy of the form is automatically added to the appointment for completion.
NOTE: Archiving forms will trigger a new form to send to clients next time the service the form is assigned to is booked.
Saving and Sending Forms
You can download individual forms and charts as PDFs to save locally or send to clients as email attachments.
Select Print Form from the action menu
In the print window click Open PDF in Preview (or similar).
Click File > Export as PDF > name the file > Save.
There is no bulk download of forms or charts.
Manually sending or resending forms
If a client forgot to submit their forms, or if you add new forms during the appointment that you need completed, you have the option to manually send form reminder emails and texts from the edit appointment window at any time. The reminder messages have a link that allows your client to view and complete their forms digitally.
In Dashboard:
Click edit appointment
From the edit appointment window, click the 3-dot menu next to update appointment.
Click "Resend forms reminder".
In Professional App:
Open the appointment
Click "resend forms reminder"
If you have a dedicated number, with booking confirmations enabled (and forms link toggled on) clicking on “Resend forms reminder” will resend the booking confirmation text to clients with outstanding forms, so long as those clients have not unsubscribed from transactional texts.
To learn more about confirmation texts, check out Booking Confirmations.
NOTE: If multiple forms are assigned to services, they will be sent in alpha-numeric order.
Client Form Experience
Ahead of their appointment, clients receive reminders via text and email asking them to complete forms in the client portal. A yellow notification at the center of the screen signifies if there are pending forms that need to be completed prior to the scheduled appointment. To complete a form, click on the incomplete form to review and sign. Once completed, the business will be able to view forms as needed.
Check out the Client Portal article to review additional options on how clients can manage their appointments and forms.
Check out the Forms and Charts: Building Forms and Charts article to review the options for when to send out forms to clients.
