Creating a form in JotForm
A brief intro into creating your Jotform account (if you haven't already) and creating your forms.
Visit Jotform.com, sign up and create your own JotForm account.
Creating a form in JotForm
Two options:
- Create a new form by dragging and dropping form elements. Read more on How to create your first form.
- If you have existing forms in a PDF format, import them. Read more on How can I import my own PDF. Once imported, edit them so that they're formatted to your requirements.
Config to remember:
* The form must contain a hidden field named relationship_id. This field is crucial as it passes the client's ID to the form submission, enabling AppointmentGuru to link it to the client's profile.
* Add a short text field to the top of the form with the name relationship_id
* In the Properties of the field, click on 'Advanced' and make sure 'Hide field' is on.
Once your forms are created, make sure they're published.
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