**Notice: Forms are currently available to clients through their email communication and in-store. Forms will appear at the time of online booking at a later date.**
Overview
Boulevard offers a custom form-builder to be used for client intake and/or internally. Once built, client forms can be automatically sent at the time of online booking, email reminder, or at the time of appointment check-in. Every form can be required once per client, or at every appointment. All forms, including internal-only forms, can be saved to a Client Profile. Forms can be printed and also saved as PDF files.
Adding a New Form
- Click the Business Manage (gear icon) at the top right
- Click Forms in the left-side menu
- Click New Template
- Name the form and select from the options below the name to specify:
- Who fills out the form
- How often
- When the form is required
- The location(s) where the form should apply (if applicable)
- The services to which the form applies
- Click Save Changes
- Build the form using the component options in the left-hand column by clicking and dragging the desired component to the right into the body of the form (see below for Form Component definitions)
- Enter the desired text into each component, specifying if the answer should be required or not
- Click Save Changes
Form Components
- Large Header: Larger bold title text
- Small Header: Smaller bold title text
- Rich Text: Generally the body of the form, uses Markdown text styling
- Small Text Input: Small text to ask a question that requires a written response
- Large Text Input: Large text to ask a question that requires a written response
- Date: Month, Day, Year input
- Select: Dropdown menu of options
- Checkbox: Displays multiple selectable options
- Radio Group: Displays options of which only one can be selected
- Signature: Signature field for signing
Example Form Using All Components