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Customer Data Form
Instructions:
👩 Use the Customer Data Form to initiate a review request.
📛 Enter the Customer Name as First-Last, using a “-”. (e.g. Susan-Smith)
⭐ The customer data will be added to a database and used to send email and text requests for customer reviews.
✍️ To edit the form, click “Edit Layout” at the top right above the form.
📄 To provide access to the customer data form, click “Publish Form”, then set your access permissions and share a link with office staff who will enter the customer data after the service is complete.
Add Customer Form
To edit and publish
Customer Name
Select the service used (from dropdown)
Email
Mobile Phone
Responses won't be saved because this doc is in play modeSubmit
Customer Form View
What staff will see
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