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

Komentáře • 22

  • @thewheeliain
    @thewheeliain Před 27 dny

    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!

  • @user-lu1ti8zb8z
    @user-lu1ti8zb8z Před 4 měsíci +1

    Thank you so much for this! I was using google forms but lets be real, always forgot to send. THANK YOU AGAIN

  • @Siaosi
    @Siaosi Před rokem +2

    omg you saved me. teaching was 10/10

  • @datalyticsbootcamp
    @datalyticsbootcamp Před rokem

    Great job! 🎉

  • @Itznayahh
    @Itznayahh Před rokem

    Thank you so much!!

  • @amazonfaves6867
    @amazonfaves6867 Před rokem +1

    Awesome video! Do you have them fill out each form each time they book if they are a returning client?

  • @thedelawareaesthetician

    Thanks for sharing this, very helpful! Did you use the upgraded square plan to use the contracts feature?

  • @AlainaMartinLe
    @AlainaMartinLe Před rokem +2

    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?

  • @ishmaeljohnson6538
    @ishmaeljohnson6538 Před rokem +1

    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

  • @YoanaReyes-qx6li
    @YoanaReyes-qx6li Před 7 měsíci

    Hi rocio can you please show us how you didn't your post care drop down please!!❤

  • @jessicas4236
    @jessicas4236 Před 11 měsíci

    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

  • @Annahernandez678
    @Annahernandez678 Před 8 měsíci

    Does anyone know if theres a way to remove where says “business signature - owner name xxxxx “ how to remove the “owner” part.

  • @digitaltamer
    @digitaltamer Před rokem

    How did you add your logo? I can't seem to find that option.

  • @marke2426
    @marke2426 Před rokem +1

    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?

    • @rocioreina
      @rocioreina  Před rokem +3

      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

  • @angelicarmts
    @angelicarmts Před 2 měsíci

    Does it allow you to have a client upload a picture or attach a document?

  • @alejandragonzalezguel900

    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)

  • @brittneylanglois2829
    @brittneylanglois2829 Před rokem

    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

    • @GraceTradedork
      @GraceTradedork Před 7 měsíci

      Same question. I've been trying to research about this.

  • @PantherFootball-gu2oc
    @PantherFootball-gu2oc Před měsícem

    This is squareup, not square. I wish square had these same options.

    • @sweetiieyunz
      @sweetiieyunz Před měsícem

      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.

  • @diegocovarrubias7750
    @diegocovarrubias7750 Před 4 měsíci +1

    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.