Forms

Build customer questionnaires, choose when to send them and read their responses. Manage shared pet details separately in Pet Card.

Collect the extra answers you need from a customer before or after a visit. Use a customer form for a questionnaire, Pet Card for each dog's saved details, and Agreement signing for booking terms.

Open in app: Forms

Choose the right place for your questions

Clients → Forms lists customer forms. Pet Card configuration is separate under Settings → Pet Card, also available from Clients → Directory → Pet Card. You no longer create or activate a Profile form from this list to manage pet cards.

Use Client profiles to change the details and choices on every pet's card. Set service-related prices in Factor-based pricing.

Create a customer form

Open Clients → Forms and choose Create Form. Select a suitable template or start blank, give the form a name and keep it in Draft while editing. Creating or changing forms requires Add & edit access for Intake forms.

Add the questions you need. Search the available questions before creating a new one, so the same answer is not collected under two different names. Add answer choices for choice questions and reorder the fields into the order customers should read them. Save your changes before leaving the editor.

When the form is ready, change its status to Active. A draft remains available for editing but is not ready to send to customers.

Choose who receives it and when

For a customer form, choose Manual to send it yourself or After confirmation to show it after booking confirmation. The audience can be All customers, New customers or Existing customers.

Use Allow multiple submissions when the same customer should answer again, such as a questionnaire that changes between visits. Check the audience and timing if an active form does not appear where you expect.

Send a form to one customer (web app)

An active manual form can be sent without creating a booking. Open its Send action, choose an existing client or enter an email address, then send the form link. The customer receives the questionnaire rather than an invitation to edit your form.

Send the customer their own form link so their answers stay attached to the intended client record. A customer signed in to their Seglo account can submit against their own record. If someone fills in a general form link without signing in, Seglo creates a separate client record, even when they enter an email address already in your directory. Review any duplicate records in Clients.

Read a customer’s answers

Open Clients → Forms, find the questionnaire and choose View responses. Select a row to read the complete answers. See Form responses for the response view.

To download answers, the business owner opens Settings → Data export and includes Clients, pets and forms. The archive contains CSV and JSON records; see Data export for dates, original files and download steps. The response page itself remains a place to read individual submissions and has no Export CSV button.

A form with responses cannot be deleted. Keep it as a draft when you want to stop using it while retaining the collected answers.

Ask customers to agree to booking terms (web app)

Manage this separately in Booking settings → Booking page content → Agreement signing. Choose whether the agreement applies to new customers or everyone. Review the wording for your shop. A new agreement is saved as a draft; activate it when ready. Only one agreement can be active at a time. Use Booking instructions in the same group for arrival notes that do not need a signature.

When signed-copy emails are enabled, a copy can be sent for an agreement completed by a signed-in customer or through their own business-sent form link. A submission through a general link without signing in does not send a signed copy to the email typed into the form.

Changing a customer questionnaire does not change your grooming agreement, the shared Pet Card or a service's prices. Keep each in the place that owns it so customers are asked the right thing at the right point.

Client profiles — edit one pet or configure the shared Pet Card.
Form responses — read submitted answers.
Appointment settings — booking agreements and rules.