Create client intake forms using Square!
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- čas přidán 8. 12. 2022
- Keeping all your clients information in 1 spot has made life so much easier. This is how I use Square "contracts" for my client intake forms and waivers.
Use my code on square to save on card processing fees for up to $1,000 in sales within the first 180 days. squareup.com/i/ROCIOREINA
Thanks for the video. Crazy how many plus subscriptions Square has now. This would cost me $20 a month to have these forms... thats crazy!
Thank you so much for this! I was using google forms but lets be real, always forgot to send. THANK YOU AGAIN
omg you saved me. teaching was 10/10
Great job! 🎉
Thank you so much!!
Awesome video! Do you have them fill out each form each time they book if they are a returning client?
Thanks for sharing this, very helpful! Did you use the upgraded square plan to use the contracts feature?
Very helpful, I'm thinking of switching but the company I'm with automatically sends the document. Can you set that up with Square or have to manually do each client?
Is there a function in square that keep track of the appointments if a client purchases in bulk. Like a 4 appointment package being seen 1x a week
Hi rocio can you please show us how you didn't your post care drop down please!!❤
Can you help me with square? How can I have the website show STAFF next to services on the navigation bar. I see no option but everyone elses website has it show that when there are multiple people in the salon. Thank you
Does anyone know if theres a way to remove where says “business signature - owner name xxxxx “ how to remove the “owner” part.
How did you add your logo? I can't seem to find that option.
Hey Rocio, do you know if there’s a way to approve the appointment first before they book in after they fill out their intake form?
Hi Mark! There is a way to to set up your online booking where all appointments come in as requests instead of direct appts. I believe it’s through your appt online setting
Does it allow you to have a client upload a picture or attach a document?
Hey Rocio,
Great vid! I definitely appreciate you demoing this feature.
Here’s a quick question though!
Does square charge a processing fee on appointments booked through their app BUT paid in cash rather than credit card? (I ordered their POS wireless card reader)
Which Square subscription do you have for this? I have the $29 membership and it doesn’t give me the option to add questions and multiple choice answers
Same question. I've been trying to research about this.
This is squareup, not square. I wish square had these same options.
wait squareup is just the website name, its basically square.... i know there is squarespace... everytime i logged in to my square, thr website said squareup.
I am starting to hate square. They charge you for everything and do not include it in the package. Messaging is extra. Appointment book and remainders are extra. Email campaign is extra. You fart it is extra. You sneeze it is extra. Greedy greedy greedy. This will be the downfall of square.