Here is an overview of the fields that can be filled out in the order form.
- Form Name: Enter a clear name for the form.
- Description: Briefly describe what the form contains and what it is used for.
- Image: Upload an image representing the service or use the company logo.
You can preview the form to see how it appears to the customer when selecting the form.
To ensure that the system processes incoming orders correctly, you can control how they are linked to your registers. Since different companies have different registers, you can also choose to exclude certain registers from the order itself.
- Not included in the form: The field can be used in the schedule but does not appear in the order and is not available to the customer.
- Filled out by the customer: The customer fills out the field when placing an order. Note that they can see all the headers in the register, which is useful for lists of tasks or services.
- Filled out by the provider: The provider fills out the field when receiving an order.
- Pre-filled: The field is automatically filled in the form.
- Pre-filled from the customer: The field is pre-filled with the customer’s information. This is specified when inviting a customer and can be linked to a specific client.
To ensure that all necessary information is available when placing an order, you can add additional fields or links to registers.
- General fields: Ensure that no important information is missed. For example, phone numbers become clickable in the mobile app, addresses are linked for navigation, and email addresses are directly clickable to send emails.
- Register selection: Allows you to use registers in Timezynk that are not typically included in internal bookings.
This section shows a list of clients who are allowed to use the form. Click the button to invite a new client.
