How do clients get their forms, and how do I see who still needs to sign?

Happli only sends form links once you turn sending on, under How clients get their forms on Settings › Forms. Each appointment and client profile shows which forms are done and which are still needed.

Turn on sending

1. Go to Settings › Forms and scroll to How clients get their forms. These settings apply to every form.
2. Turn on Add the form link to booking confirmations. This adds one line with the link to the confirmation text and email when a form is needed. We recommend this as a minimum.
3. Optional: turn on Send a forms message and set how many hours before the visit it goes. Pick Text, Email or both.
4. Optional: turn on Remind if forms aren't done and set the hours before the visit. It only goes out while something is still missing.
5. Click Save.
6. Click Show preview to see exactly what clients get. Texts follow your quiet hours in Settings › Confirmations.

What clients see

Clients get one link that covers every form their visit still needs. They fill each one out on their phone and tap Submit (or Sign for a waiver). The next form loads by itself, and at the end they see "Thanks, you're all set."

See who still needs to sign

• On the appointment: open it on the Calendar. Each form shows Completed, Needed or Expired.
• On the client: open their profile and click the Forms tab. Click View to open a completed form.

Fill a form at the desk

On the appointment, next to a needed form:

• Sign in studio opens the form in a new tab. Hand the device to the client.
• Copy link copies a link you can send yourself. Happli doesn't send it.

You can do both even when automatic sending is off.

Tips

• Turned sending off? Clients get nothing, but the desk can still copy a link or open a form in studio.
• If a form says it isn't published or is turned off, fix it in Settings › Forms.

Related articles

• How do I create my waiver or intake form?
• How do I choose who gets a form and how often?
• Which texts and emails do my clients get, and when?

Still stuck? Chat with us using the chat bubble in the corner.