Forms & waivers

How do I create my waiver or intake form?

How do I create my waiver or intake form? Go to Settings › Forms, click New form, add your questions, and click Publish. Already have a waiver in Word or PDF? Click Upload a document and Happli builds the draft for you. Build a form 1. Click Settings in the top bar, then Forms (under People). 2. Click New form. 3. Give it a Name, for example "Spray tan consent". 4. Under Kind, choose Form (intake, consent, aftercare) or Waiver. Waivers end with a signature. 5. Click Create and edit. 6. Click Add a question and pick a type: Short answer, Paragraph, Checkbox, Single choice, Multiple choice, Date, Text block (wording clients read but don't answer) or Signature. 7. Turn on Required for anything clients must answer. Use the arrows to reorder. 8. Watch What clients see on the right as you go. 9. Click Save draft any time. Clients don't see a draft. Upload your existing waiver 1. On Settings › Forms, click Upload a document. 2. Choose a Word (.docx) or PDF file of a blank copy, not one a client has filled in. 3. Happli shows "Reading your document…" then "Building your form…". Nothing is created until it's done. 4. The draft opens with the note "Draft built from your document." Read every question against your original and fix anything flagged before you publish. Happli keeps your wording word for word and never rewrites it. Photos of paper forms aren't supported yet. Publish it 1. Click Publish. 2. Read the statement and tick the box. It confirms the wording is yours and that Happli doesn't provide legal wording. 3. Click Publish. The form now shows Live · version 1. Changing a published form Edit it and you'll see Unpublished changes. Clients keep getting the live version until you publish again. Each publish makes a new version. Everyone who completed an earlier version is asked again, and past signatures keep the version they signed. The Kind is locked after the first publish. Tips - Use your own wording and have your lawyer review it. - The Private note is only for you. Clients never see it. - To stop using a form, click Turn off next to it on the Forms list. Related articles - How do I choose who gets a form and how often? - How do clients get their forms, and how do I see who still needs to sign? Still stuck? Chat with us using the chat bubble in the corner.

How do I choose who gets a form and how often?

How do I choose who gets a form and how often? Each form has its own When it's asked card in the form editor. Choose who needs it, for which services, and how often, then click Save. Set the rule 1. Go to Settings › Forms and click Edit next to the form. 2. Find the When it's asked card. A plain sentence at the top sums up the current rule. 3. Under Who, choose All clients or New clients (clients with no finished visit yet). 4. Under Services, choose All services or Only some. For Only some, tick the services that need it. 5. Under How often, choose: - Once: they fill it out one time. - Every visit: before each appointment. - Repeat: every set number of months. 6. Click Save. It takes effect right away. Examples - Waiver everyone signs once: All clients · All services · Once. - Health check before every spray tan: All clients · Only some (your tan services) · Every visit. - New-client intake: New clients · All services · Once. - Yearly consent refresh: All clients · All services · Repeat every 12 months. Good to know - Publishing a new version of the form asks everyone again, whatever you choose here. - This card decides who needs the form. How the link reaches clients is set once for all forms on the Forms page, under How clients get their forms. See How do clients get their forms, and how do I see who still needs to sign? - A form must be published and turned on to be asked at all. Related articles - How do I create my waiver or intake form? - How do clients get their forms, and how do I see who still needs to sign? Still stuck? Chat with us using the chat bubble in the corner.

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

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.