General Question Form

The General Question Form is a customizable form designed for use on your website, particularly in the footer section. This form allows clients or prospective clients to submit general inquiries, providing an easy way for them to reach out to your practice. Below is a detailed overview of how to create and manage the General Question Form in TheraSaaS.

1. Overview of the General Question Form

• Purpose: To gather general questions or inquiries from clients and potential clients.

• Placement: Ideally placed in the footer of your website for easy accessibility.

2. Creating and Customizing the Form

Step-by-Step Instructions:

1. Start with a New Form:

   • Create a new form titled Website Footer General Email Form or a similar name that reflects its purpose.

2. Customize Form Fields:

   • Name Fields:

     • Instead of a single "Full Name" field, create two separate fields: First Name and Last Name.

     • Set both fields as required.

   • Contact Information:

     • Add fields for Phone Number and Email.

   • Message Box:

     • Include a General Question Message Box where users can type their inquiries. Make this field required as well.

   • Consent:

     • Include a checkbox for Email and SMS Acknowledgment and Consent, which should also be marked as required.

3. Design the Submit Button:

   • Ensure there is a submit button on the form.

   • Customize the button’s appearance (e.g., background color, border) and change its text to simply say Submit instead of Submit Message.

3. Configuring Submission Options

1. Form Name:

   • You can change the display name of the form for your reference.

2. Submission Actions:

   • Decide what happens after the form is submitted:

     • Display a Confirmation Message: Type a custom message that will be displayed after submission.

     • Redirect to a URL: Provide a link to redirect users after submission (e.g., your homepage).

3. Sticky Contact Option:

   • Enable the Sticky Contact feature to save the user's input. This is useful if they accidentally close the browser before submitting, allowing them to resume filling the form without losing their information.

4. Styling Options:

   • Adjust general styles, such as padding and aesthetics, to ensure the form fits well within your website design.

4. Integrating the Form on Your Website

1. Finalizing the Form:

   • Once you are satisfied with the customizations, save the changes.

2. Integration:

   • Go to the Integrate option and select the form.

   • Ensure that the form is set to always show and never deactivate.

   • Copy the Embed Code provided.

3. Embedding the Code:

   • Navigate to your website builder (e.g., WordPress, Wix, Squarespace).

   • Place the copied embed code into an HTML editor in the footer section of your website.

   • Save and publish your changes.

5. Support and Assistance

If you encounter any issues while creating or integrating your General Question Form, you can reach out to TheraSaaS support or participate in weekly group coaching calls to ask your questions.

This General Question Form provides a straightforward method for clients to contact your practice, ensuring that you can address their inquiries efficiently. Make sure to regularly check for submissions to stay responsive to your clients' needs.