When a client books a service online through the Fresha marketplace, your social pages, or a booking link on your website and a form is required, they'll automatically receive a notification asking them whether they'd like to click Continue and fill in the form now or Maybe later to fill it in at a later date.
NOTE: The Client details section of your forms will be filled in automatically using the personal data that has been saved under the client’s profile.
PRO TIP: You can now automatically see completed forms in your client feed! Just go to Clients, search the client you'd like to view and select Client feed. Use the Filters 
to choose which events and notes you'd like to view.
If they have chosen to fill in the form at a later date, there are a number of ways your client can complete a form:
Client notifications
We’ll send a reminder of any forms that need completing in all client notifications leading up to their appointment. Click here to make sure you have client notifications enabled.
Text message reminder
- Click the link in the text message reminder.
- Log into or sign up to Fresha.
- Follow the steps to complete the form.
- Click Complete form.
Email reminder
- Click Complete form in the email reminder.
- Log into or sign up to Fresha.
- Follow the steps to complete the form.
- Click Complete form.
Push notification
- Tap on the push notification.
- Log into or sign up to Fresha.
- Follow the steps to complete the form.
- Click Complete form.
My forms section
- Log into or sign up to Fresha.
- Click on and select My forms.
- Select the form that needs to be completed.
- Follow the steps to complete the form.
- Click Complete form.
My appointments section
- Log into or sign up to Fresha.
- Click on and select My appointments.
- Click on the appointment where a form needs to be completed.
- Follow the steps to complete the form.
- Click Complete form.
Once completed, the form will be added to their client profile and available to view under the My forms section.
NOTE: If your client hasn’t completed their form, you can send them a reminder email by clicking on the appointment in your calendar or going to their client profile and selecting Forms.
PRO TIP: Clients can edit a form at any time leading up to their appointment; a signature will be required whenever they make an edit.
