We would like to send pre registration forms to our clients that need to be signed electronically in order to get rid of our paper forms

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    TANJA WESTENDORFF 
    Asked on June 02, 2020 at 07:09 PM

    Hi I like more information about your solution. We are a beauty salon with two studios and we like to send salon forms to our clients that need to be signed electronically  in order to get rid of our paper forms. Kidnly advise 

     
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    JohnRex
    Answered on June 02, 2020 at 10:50 PM

    Hello Tanja - You can start building your forms. You can either use one of our Templates via this link or start from scratch by following this guide on How-to-Create-Your-First-Web-Form.

    After that, you can add an e-Signature field to your form so your users can add their signatures before submitting the form. Please refer to this guide on How-to-Add-an-E-Signature-to-Your-Form.

    By the way, here's a demo form for you to try: https://form.jotformpro.com/form/52071482370955

    Let us know if you need further assistance.

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    TANJA WESTENDORFF 
    Answered on June 03, 2020 at 04:28 AM
    Thanks so much .
    How does it work
    1. I have beauty salon with 7 treatment rooms .
    I’m the only one who needs to create and send registration and consent forms to clients .
    However my therapists need access to the forms on the individual iPads ( via your app) to see if clients who signed the forms and or have allergies . Do we need to install my login on all devices and can all of the therapists easily search client records At the same time?
    Do you offer phone sales support so we can talk this trough ?
    Thank you
    Tanja
    ...
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    Mianala
    Answered on June 03, 2020 at 07:26 AM

    Do we need to install my login on all devices and can all of the therapists easily search client records At the same time?

    You can setup email notifications to notify your collaborators. Moreover you can add the Google Sheets integration to send all the submissions to Google Sheet which you can share with your therapists. We do not recommend having multiple users using one account for security reasons. Instead, you can upgrade to Jotform enterprise and it's sub-account user feature.

    Related guides:

    https://www.jotform.com/help/25-Setting-up-Email-Notifications

    https://www.jotform.com/help/228-How-to-Integrate-Forms-with-Google-Sheets 

    Do you offer phone sales support so we can talk this trough ?

    We do not have phone support for the moment.

    Let us know if you have more questions. We will be glad to help.

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    TANJA WESTENDORFF 
    Answered on June 03, 2020 at 01:28 PM
    Hi Mianala
    Thanks for the below.
    Do you have a mobile App on the iPad that my beauty experts can use in order to check the client files for allergies, signatures etc?
    Please note they dont sit behind a computer and need access via the iPad to view only the files.
    Thank you
    Tanja Westendorff
    Founder/ CEO
    T. 07936188964
    E. tanjawes@mac.com
    www.sugaring.london
    Please share your love of sugaring with the rest of the world, sign in to your Google account and leave us a Google review here: https://goo.gl/HdLWTn - Thank you.
    ...
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    JohnRex
    Answered on June 03, 2020 at 03:14 PM

    We do have features on our Mobile app where you can assign forms to your therapists, so you no longer need to share your login credentials to them. 

    All they need to do is to create their own account via the app, share their account emails to you, then you can add them as assignees.

    Please refer to this guide: https://www.jotform.com/blog/use-jotform-mobile-forms-to-assign-forms/ 

    Also, the assignee can only access the submissions done on their account. They don't have access to the submission data of the other assignees. But you, as the form owner, have access to view all their submissions on your account.

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    tanjawes
    Answered on June 03, 2020 at 05:28 PM
    Hi there -
    The issue is that I don’t want my therapists to register with their own email and password and have access ( even if it is read only) to our client files - our client files are the backbone of our business.
    Is there a geo location feature that allows access to the files on location only ( if connected to our WiFi for example ) ?
    Also how can I view what the forms sent and signed look like on the iPad ,?
    Thanks
    ...
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    JohnRex
    Answered on June 03, 2020 at 07:32 PM

    Okay, so what I can recommend is that you login to the mobile app on each iPad, then open the form in KIOSK MODE. This locks the form onto the screen of your phone or tablet so there's no way your therapist will be able to view the submission data. Even if they close the app and re-open it again, only that form in KIOSK MODE will be shown.

    Please refer to this guide: https://www.jotform.com/blog/what-is-kiosk-mode/ 

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    tanjawes
    Answered on June 04, 2020 at 03:28 AM
    Thank you - Is it possible to trial your system with the below so I can see how it works?
    Sent from my iPhone
    ...
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    Mianala
    Answered on June 04, 2020 at 07:18 AM

    Kindly follow this guide: https://www.jotform.com/blog/what-is-kiosk-mode/. You will find a step by step guide with a video demonstrating the use of the kiosk mode.