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How to Send a CloudForm or Personalized CloudForm to a Client
OverviewCloudForms support multiple options when sending a form link to a customer. What Are CloudForms and Personalized CloudFormsA 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
- Create or edit a client
- Click the Email menu option
- Click the Email CloudForm To Client option
- Find the form that you want to send and click either Get Full CloudForms Link or Get Small CloudForms Link
- 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- Create or edit a client
- Click the Email menu option
- Click the Email CloudForm To Client option
- Find the form that you want to send and click either Get Full CloudForms Link or Get Small CloudForms Link
- 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- Create or Edit a session/event/appointment
- Click the Email menu option
- Click the Email CloudForm To Clients option
- Find the form that you want to send and click either Get Full CloudForms Link or Get Small CloudForms Link
- This will open the Send Email window with a basic message and the link included
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