Customer report FAQ's in The Farriers App

Forms

What are Forms?

They are forms you can email to your customers, for example a problem hoof progress report. You can build your own form in the customer form builder or select one of our templates in the web version. Once created and "published" to your app you can fill them in for easy, one-click sending to your customer.

What can a Form contain?

Your details, your customer details and the horse details will automatically be filled in. You can have text boxes, drawings that you can draw on, import images and lots more.

How do I complete a form?

From the appointment click ‘+ form’ under the horse name. You will see a list of all forms that you have published. Select one, fill it in and press save. This will save the completed form in the horse record and mail it to your customer.

Can I save a partially completed form for finishing later?

Yes. Save as a draft and you can come back to when you have a bit more time.


    • Related Articles

    • How to get started - part 2

      Once you have completed part 1 which enables you to start adding contacts, it is worth doing part 2. Payment methods If you get paid in other ways you can enter here so your bookkeeper knows how invoices were paid. Credit and Debit cards - only ...
    • Contacts

      Do I have to have a customers email? No but they will not receive appointment reminders or invoices. What information do I have to enter in a customer record? The only required fields are first name, last name, phone number and the postcode or zip ...