Being able to manually submit a form yourself
complete
Huidatelier Kalinka Philips
You can open them in a new tab, but can you also send them separately by email without automation?
Sara Meert
Huidatelier Kalinka Philips
You can easily send the URL (which opens in a new tab) by mail. Some salons even send a photo of the QR code (via text message or email). However, you should keep in mind that each QR code (and URL) is unique per customer, so you can't just use one of the same for all your customers via 1 email.
The booking itself is not a prerequisite for sending/receiving a form, but if no further automation was involved, the answers to the form would not end up in your Optios account, let alone in the correct customer sheet.
Sara Meert
Merged in a post:
Forward a form to a customer without automation, without it being tied to a specific appointment?
M
Melissa Helsmoortel
Sara Meert
complete
This has been possible for a while now. When you go to the customer sheet itself, you can select “forms”.
On the right, you see sent/completed surveys.
Click the “Add Form” button.
You can then choose the survey and either open it in a new tab or a QR code that your customer can scan in the salon.
Sara Meert
Merged in a post:
Be able to send the form by email
A
Anicée Van Camp