Rather than taking a new customer's details over the phone, send them a form to fill in themselves. What they enter comes into Happy Pet, so nobody retypes it.
You build a separate form for each service you offer, so a grooming customer is not asked about kennels.
Where to build it
Go to Settings, then Onboarding Form Setup.
The screen lists what your form is made of. Customer info asks for the pet parent's details and is common to everyone. Grooming, Boarding & Daycare and Veterinary each ask about their own work, and each is turned on separately.
Turn on the services you offer
Use the switch on a service to turn its part of the form on. Turn off anything you do not do, and customers are never asked about it.
Until at least one service is on, there is nothing to share and the link buttons stay greyed out.
Choose what each form asks
Press Edit on a service to see its questions.
Each question can be switched off if you do not need it, or marked Required so the customer cannot finish without answering.
Where a service applies to more than one kind of animal, its questions are set per pet type, so you can ask a dog owner and a cat owner different things.
If something you need is missing, press Add custom field and write your own question. You choose the kind of answer it takes and whether it is required.
What to ask for
Ask for what you need to take a booking and to look after the animal safely. Name, number, the pet, its breed, its age, anything medical.
Every extra question loses people. A form that asks twenty things gets abandoned halfway. You end up ringing them anyway, the thing you were trying to avoid.
If you are not going to read the answer, do not ask the question.
Put your logo on it
The Logo card sets what the customer sees at the top of the form. Press Edit to upload one and to set its Size and Position.
Save, then share the link
Nothing takes effect until you press Save Changes at the bottom. Reset drops what you have changed since you last saved.
Once a service is on and saved, press Manage link to set the web address customers will use, then Copy to put the link on your clipboard ready to send.
If Copy is greyed out, you will be told why:
Turn on a service and Save Changes to share the link
After a customer fills it in
Their details come in and you can check them before they become a customer. That check matters, because people mistype their own phone numbers surprisingly often and that number is where every message goes.
Changes an existing customer sends you wait for review in the same way, under Requested Changes.
Worth knowing
The form is for new customers giving you their details. It is not the same thing as online booking, which is for taking an actual booking. Many businesses use both, with the form first and booking after.