Questions from a newbie

  • Profile Image
    Jeanette 
    Asked on June 11, 2021 at 01:41 PM

    Hello! I have heard about Jotform and trying to figure out if it will help me, and how to proceed. I am an independent contractor hairstylist and esthetician renting space in a salon. I don’t have a website, but rather I use a booking app called Gloss Genius that clients can book appointments thru, and it handles my credit card/payment processing as well. Also, I can make notes about their service, and I can store photos, etc. I am interested in consent forms for facials, waxing, and hair services (which I saw on your site), but I am wanting to possibly go paperless and have the ability to have my clients sign these forms using an iPad instead of paper forms. Since I don’t have a website per se, is there a way for me to have these forms set up in an application where I can have a client sign them using an IPad when they come for an appointment, and then be stored somewhere (like on a cloud or whatever) where I can access them if need be? This is all new to me, so any help would be appreciated. Thanks!

  • Profile Image
    FelipeSantana
    Answered on June 11, 2021 at 05:41 PM

    Hello Jeanette,

    Thank you for contacting Jotform Support.

    Yes, your objective is definitely possible with Jotform forms. You can easily build a consent form and use it to allow your clients to provide consent electronically via any device that can use a web browser (desktop, smartphone, smart pad).

    Then, once the consent form is submitted, the record of each submission will be saved directly to your Jotform account where you will be able to access all of the data. You also have the option of printing our hard copies of your form submissions in PDF format or a list of all submissions in CSV or Excel format.

    Here are a couple of helpful user guides to assist you with this:

    Also, if you are looking to get up and going as soon as possible, you can create a free account with us and then use any of our pre-built form templates to get started. Here is a link to a list of our consent form templates - https://www.jotform.com/form-templates/category/consent-forms

    Please let us know if you have any further questions or concerns, we are always happy to help.

  • Profile Image
    jlsbeauty19
    Answered on June 11, 2021 at 07:44 PM
    Thanks for getting back to me! I did open an account, used one of the
    templates & modified to my liking. So now when a client comes in, what do
    I do and where do I go to have them fill out the form? is there a link or
    something I can put the n my tablet somewhere to have quick access to it?
    Thanks again for your help!
    Jeanette
    ...
  • Profile Image
    FelipeSantana
    Answered on June 11, 2021 at 08:43 PM

    Hello Jeanette,

    We are glad to know that you have been able to set up a form to your liking.

    Please note that in order for the form to be filled out, you will need to use the Form URL. This is a link that will open up the live form and allow for submissions to be made.

    You can simply keep this link open on a browser on your Tablet and then after each submission you can simply go back to the original URL to restart the form again.

    User Guide - Where-to-find-my-form-url

    Alternatively, you can also use this form on the Mobile App and keep it open using the Kiosk Mode. Learn more about this via this link - How-to-Use-Kiosk-Mode-in-JotForm-Mobile-Forms