About Docs and Forms  

With Docs & Forms, you can trigger Meevo to send clients their forms via email or text message ahead of time, making client visits seamless and easy. To set this up, you'll create the form (and if you want, brand the form to match your business) and associate the form with specific services. Once one of those services is booked or confirmed, each booked client will receive a notification with a URL to the form, which the client can then complete and submit to Meevo.

How do I set up and use Docs and Forms?

1. Configure the form's settings from the Docs & Forms Main tab. Determine how often clients need to fill out the form, how the form will be delivered to clients, and the services that will trigger the form. In a multi-location environment, only Central Office can perform this step.
2. Create your form in the Form Builder tab. In a multi-location environment, only Central Office can perform this step.
3. When Meevo is triggered to send the notification, each booked client receives the form URL and fills out the form on a hosted web page. Alternatively, a client can fill out the form while in your business (via a tablet, for example). If needed, you can resend a form to a client if they can't find their original notification.
4. View submitted client forms via the Docs and Forms tab in a client profile and the Appointment Book's Smart Assistant.

How do I view submitted forms across locations?

Submitted forms can be viewed and emailed from any location as long as:

• The Business Information setting Allow the viewing of docs and forms across locations option is enabled.
• The user has a security role at the location that owns the submitted form. Those users can view client Docs & Forms from other locations via the client profile's Docs & Forms tab by selecting the desired location from the drop-down.

How do I delete a saved Docs & Forms item?

Saved Docs & Forms records cannot be deleted, only inactivated.

What happens if I inactivate a form?

Inactivating a form does not remove submitted forms from client profiles. Those forms remain on the profiles.

What happens to forms if I inactivate the Docs & Forms feature?

If the Docs & Forms feature is turned off (inactivated), here is what happens to forms in Meevo:

• The forms you created are not lost forever. If you re-enable Docs & Forms, your created forms are brought back as well.
• Forms previously submitted by clients will still be available via the Client profile > Docs & Forms tab, even when the integration is inactive. 

Can I set up security for each individual form?

Yes! You can secure specific forms in Security Administration under Data > Clients > Docs & Forms. Note that regardless of security, users will always be able to see and use the Launch Form button if the form's status is Not Submitted.