Custom Forms on Readyhubb benefit professionals and clients alike. Professionals can streamline interactions, provide a personalized experience, improve efficiency, engage clients effectively, and maintain organized data. Clients enjoy a seamless process, personalized service, and efficient communication. Custom Forms enhance the overall experience for both professionals and clients.
How do I create a Custom Form?
To create a Custom Form on Readyhubb, you have two options: using a template or starting from scratch. Here's how to do it:
Creating a Custom Form from a Template:
Log in and Access Forms: Start by logging into your Readyhubb account and navigating to your Profile.
Select Custom Forms: Scroll through the list until you find the tab labeled "Custom Forms."
Add New Form: Click on the "Add New Form" button to initiate the creation process.
Choose a Template: You'll see a selection of form templates available for use as guides. Browse through them and select one that suits your needs.
Preview and Customize: After choosing a template, click on the "Preview" button to see how the form looks. If it fits your requirements, click on the "Use Template" button to proceed with editing.
Customize the Form: Edit the form as needed. You can change the name, add a description (optional), select services attached to the form, and make it mandatory if required.
Add Questions: To tailor the form to your specific needs, add or rearrange questions. Click on the "Add a Question" button to include various types of questions such as Single Choice, Multiple Choice, Short Answer, etc.
Customize Form Fields: Customize each form field by providing labels, options, and any required validation.
Save: Once you're satisfied with the form, click on the "Save" button to save your custom form.
Creating a Custom Form from Scratch:
Access Custom Forms: Follow the same steps to access the "Custom Forms" tab under your Profile.
Add New Form: Click on the "Add New Form" button to start creating a new form.
Begin with a Blank Form: Instead of selecting a template, choose the option to create a new custom form from scratch.
Provide Details: Give the form a name, add a description (optional), and select the services to be associated with the form.
Make it Mandatory: If necessary, designate the form as mandatory by selecting the "Mandatory Form" tab.
Add Questions: Proceed to add questions by selecting the "Add a Question" option. Choose the type of question and customize each form field accordingly.
Arrange and Customize: Rearrange the form fields as needed to achieve the desired order. Customize labels, options, and validation settings for each field.
Save: Once you've completed customization, save your custom form by clicking on the "Save" button.
Congratulations! You have successfully created a custom form on Readyhubb. Now you can share it with your clients, collect responses, and enjoy the benefits of streamlined interactions and organized data.
FAQs about Custom Forms:
What are Custom Forms?
Custom Forms enable professionals to create personalized forms for clients to gather specific service-related information.
How do I create a Custom Form?
Access the "Forms" tab, then either use a template or create a new form from scratch. Customize fields, set validation rules, and save your form.
Can I customize the appearance of my Custom Form?
Yes! Readyhubb offers customization options to match your brand's aesthetics and maintain a professional look.
What types of information can I collect with Custom Forms?
Custom Forms allow collection of various information such as client details, preferences, medical history, etc., tailored to your service needs.
How do clients access and fill out the Custom Form?
Clients access and fill out the Custom Form during the booking process. If the form is set as mandatory, clients are required to fill it out before completing the booking. If not mandatory, clients have the option to skip the form.
Can I view the responses submitted through the Custom Form?
Yes, you can access and review all form responses directly from your bookings within your account.
Can I edit or update a Custom Form after creation?
Absolutely! Enjoy the flexibility to edit or update your Custom Form at any time through the dashboard.
By following these steps and addressing common questions, you can efficiently create and manage Custom Forms to enhance client interaction on Readyhubb.
⚠️ Note: Custom Forms on Readyhubb offer a Pro feature exclusively for subscribers. Ensure you have an active subscription to access and utilize this feature effectively. If you encounter any issues or have inquiries about Custom Forms, don't hesitate to contact Readyhubb's Customer Support for assistance.