Overview - Forms

This guide outlines the steps to create, manage, and integrate forms within TheraSaaS, specifically designed to streamline client intake and gather essential information.

1. Navigating to the Form Builder

1. Login to your TheraSaaS account. Upon logging in, you’ll be taken to the Launchpad or Dashboard.

2. Access Forms:

   • On the left navigation panel, click on Sites.

   • Select Forms and then click on Builder.

   • This will open the form builder where you can view all the forms that are already created or available in your TheraSaaS account.

2. Overview of the Form Builder

1. View Existing Forms:

   • The form builder will show a list of pre-existing forms. You can select any of these forms (e.g., an intake form) to view and edit.

2. Customizing Fields:

   • Inside the form, you’ll see various fields already populated (e.g., name, phone number, email, postal code).

   • Standard Fields: Some fields, like phone number or email, are standard and come pre-set in TheraSaaS.

   • Custom Fields: You can add unique fields to your form based on your specific needs. For example:

     • How would you like to receive services?

     • What is the best way to contact you?

   • These custom fields help personalize the client intake experience.

3. Embedding Forms into Your Website

1. Form Integration:

   • Once your form is set up in TheraSaaS, the next step is to embed it into your website.

   • This allows potential clients to fill out the form directly on your site.

2. Streamlined Submissions:

   • After the form is filled out by a prospective lead, TheraSaaS will automatically gather and organize the information. This streamlines the client intake process by collecting data in an efficient and customizable way.

4. Custom Fields and Future Customizations

1. Creating Custom Fields:

   • In the next steps, you can explore how to create custom fields within the form. These fields allow you to tailor the form according to the specific information you want to collect from your clients.

   • Examples include adding radio buttons, drop-down menus, or checklists based on your unique requirements.

2. Further Integrations:

   • TheraSaaS allows further customization, including deeper integrations with your website and other systems.

Summary

By using the Form Builder in TheraSaaS, you can easily create, customize, and manage intake forms. Embedding these forms on your website enables streamlined data collection, helping to enhance your client onboarding process. Stay tuned for more detailed tutorials on creating custom fields and advanced integrations.