How do I create a new form?

Creating new forms in Upvio is a simple process that helps you collect important information from your clients. Here’s how to do it:

By following these steps, you can easily create and manage forms in Upvio to streamline your client intake and appointment processes.

1. Log in to Your Upvio Account.
2. From the dashboard, select the Forms section.
3. Click New Form to start from scratch or use a pre-built template.
4. Add fields like text boxes, dropdowns, or customize a template.
5. Link the form to services or send it to clients via email or SMS.
6. Click Save and Publish to make the form available to clients.