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How to Send a CloudForm or Personalized CloudForm to a Client

Overview

CloudForms support multiple options when sending a form link to a customer.

What Are CloudForms and Personalized CloudForms

A CloudForm is a online blank form that a customer fills out. It can be integrated with esignature contracts, online booking, and various other options.

A personalized Cloudform is a form that is either sent from a client or from a session/event/appointment and is pre-populated with client and/or session information. You can setup the 

How to Send a CloudForm Link to your Customers

  1. Create or edit a client
  2. Click the Email menu option
  3. Click the Email Personalized CloudForm To Client option
  4. Find the form that you want to send and click either Get Full CloudForms Link or Get Small CloudForms Link
  5. This will open the Send Email window with a basic message and the link included

How to Send a Personalized Client CloudForm Link to your Customers with Pre-populated Client Information

  1. Create or edit a client
  2. Click the Email menu option
  3. Click the Email Personalized CloudForm To Client option
  4. Find the form that you want to send and click either Get Full CloudForms Link or Get Small CloudForms Link
  5. This will open the Send Email window with a basic message and the link included

How to Send a Personalized Session/Event/Appointment CloudForm Link to your Customers with Pre-populated Session/Event/Appointment and Client Information

  1. Create or Edit a session/event/appointment
  2. Click the Email menu option 
  3. Click the Email Personalized CloudForm To Client option
  4. Find the form that you want to send and click either Get Full CloudForms Link or Get Small CloudForms Link
  5. This will open the Send Email window with a basic message and the link included

How to Add a CloudForm to an Email Template

  1. Create or edit an email template
    1. Click here for a tutorial on how to create or edit an email template
  2. Click the Insert CloudForm Link button
  3. Select the desired CloudForm

How to Add a Personalized CloudForm to an Email Template

  1. Create or edit an email template
    1. Click here for a tutorial on how to create or edit an email template
  2. Click the Insert Personalized CloudForm button
  3. Select the desired CloudForm