Form Builder – Documentation

Form Builder Documentation

Complete guide to creating custom consultation forms

📋 Overview

The Consultation Form Builder is a powerful drag-and-drop tool designed specifically for tattoo and piercing professionals to create custom consultation and consent forms.

✨ Key Features

  • Drag-and-drop interface for easy form creation
  • Pre-built templates for common forms (medical history, consent, waiver, aftercare)
  • Custom field types (text, email, phone, date, checkbox, signature)
  • PDF export with your studio branding
  • Digital signature capture
  • Conditional logic for dynamic forms
  • Multi-step forms for complex consultations

🎯 Getting Started

Creating Your First Form

  1. Visit the Form Builder
  2. Choose a template or start from scratch
  3. Drag field types from the left panel into your form
  4. Click fields to edit labels, placeholders, and settings
  5. Preview your form in real-time
  6. Export to PDF or save for later

Available Templates

  • Medical History Form – Comprehensive health questionnaire
  • Consent Form – Standard procedure consent with signature
  • Waiver Form – Legal waiver and release
  • Aftercare Instructions – Post-procedure care acknowledgment

🛠️ Field Types

  • Text Input: Single-line text for names, addresses
  • Text Area: Multi-line text for detailed information
  • Email: Email input with automatic validation
  • Phone: Phone number input with formatting
  • Date: Date picker for appointments and birth dates
  • Checkbox: Yes/no questions or agreements
  • Checkbox Group: Multiple checkboxes for multiple options
  • Radio Group: Select one option from multiple choices
  • Signature: Digital signature capture field

📄 PDF Export

Before exporting, you can:

  • Add your studio logo
  • Set custom header and footer text
  • Choose font styles and sizes
  • Include or exclude specific fields

🔗 Integration with Studio CRM

The Form Builder integrates seamlessly with our Studio CRM tool:

  • Import client data to pre-fill forms
  • Export completed forms directly to client profiles
  • Link forms to appointments
  • Store digital signatures with client records

💡 Best Practices

Pro Tip: Keep forms concise – only ask for essential information. Use clear, simple language and group related fields together.

Need Support?

If you have questions about using this tool or need professional advice, we’re here to help!