Forms

Stop chasing customers for details after the booking. Build a form once, choose the moment it should appear, and Seglo puts it in front of the customer automatically — so the pet's vaccination notes, the signed waiver, or the intake answers arrive with the booking instead of in a phone call. Profile answers save to the customer's account and come back next time; signed agreements are stored as proof.

You find forms under Clients → Forms. Building or editing them needs the forms permission — if you don't see Create Form, ask the owner to grant it.

Open in app: Forms

Pick the form type that fires when you need it

The form type decides when the customer sees it — this is the single most important choice, and the page is split into two tabs for it.

• Profile — collects details about the thing you service (a pet, a vehicle, a family member, a property). The customer fills it in once during booking and the answers save to their account for next time.
• Custom — your own questions: surveys, intake, special requests. Sent by hand, or fired automatically after a booking.

Looking for terms, waivers, or consent your customers sign at booking? That's a Digital Agreement, managed under Appointments → Settings → Digital agreement.

You can have only one active form per trigger — one active Profile form, one active after-booking Custom form. Activate a second and Seglo asks you to deactivate the first.

Start from a template instead of a blank page

Click Create Form and the template picker opens with ready-made forms grouped by the same tabs and filtered to your industry — a pet salon sees grooming intake and vaccination consent, not car-detailing forms. Click one to open the builder pre-filled, or choose Start blank for an empty form.

Build the questions

The builder opens on the Edit Form screen. Confirm the Form Type at the top, set a Form Name, and leave Status on Draft while you build — switch it to Active only when it's ready to go live.

Questions sit in two sections. Asked at intake are answered by everyone who fills in the form. Asked per service are questions you've priced — the customer only sees them when booking one of the services that question is priced on. A question moves to Asked per service the moment you give it pricing (below), and moves back the moment you take pricing off it. You don't sort questions into these sections by hand.

Under Questions, click New to open Add a question — one search box, not two tabs. Type what you're looking for and Seglo suggests matching questions already in use: library questions other businesses in your industry ask, your own custom questions, and your existing pricing factors all show up in the same list. Click a suggestion to add it as-is — this links to the existing question instead of creating a duplicate, which is the default and the safer choice.

If nothing matches, Create "<what you typed>" as a new question at the bottom opens the question builder — this is the only way to create a genuinely new question, so duplicates only happen if you deliberately choose to make one. Pick from more than the obvious text box: Text, Text Area, Email, Phone, Select, Dropdown, Radio Buttons (Single Select), Checkbox, or Multi-Checkbox. Select, dropdown, radio, and multi-checkbox won't save until you add at least one option. If your question library can't be reached for a moment, the search still lets you create a new question — it never blocks you from adding one. Drag questions by the handle to reorder, then Save Changes.

Pricing questions live in Settings → Pricing, not on the form

Pricing is set up in Business → Settings → Pricing (or inside a service's Pricing section), not on the form itself — see Factor-based pricing for the full setup flow. The form only shows a read-only $ marker on a question that's priced, with an also used for pricing → link back to Settings → Pricing.

Once a question is priced, it moves to Asked per service, with a line naming which services it's asked for. Taking pricing off a question in Settings → Pricing moves it back to Asked at intake automatically — the question itself isn't removed from the form; delete it here separately if you want it gone entirely (the delete control on a priced question is hidden until its pricing rule is removed). Answers customers already gave are always kept.

Tell a profile form what to save it under

When you save a Profile form, Seglo asks which text question should label the saved profile — pick Pet Name and the customer's pets show up as "Bella" and "Max" in their account rather than as nameless records. Whichever field you choose is automatically marked required.

A Profile form also adds a step to your booking page: customers are asked "who are you booking for?" before they pick a service, then fill the form for that pet or vehicle. First choose what the profile is for — Pet, Vehicle, Family Member, Property, Guest, or Other — since that decides the icon and wording the customer sees. To remove that booking step, deactivate the Profile form.

Drop in a notice the customer must read

Add a Content Block question to put a block of formatted text in the middle of a form — parking directions, a deposit reminder, an aftercare note. Write it in markdown (headings, bullets, links), and turn on Collapsible so long text can be folded away, with Start Expanded controlling whether it opens by default. It's display-only — there's nothing for the customer to answer.

Make customers sign before they can book

A Digital Agreement is the strongest gate you have: it appears the instant a customer taps Confirm Booking, they can't proceed without ticking to agree, and a signed copy lands in their inbox automatically. Write the body in the markdown editor, and set Who must sign?:

• New customers only — they sign once and are remembered, so repeat customers aren't nagged every visit.
• All customers — everyone re-signs on every booking, for agreements that must be fresh each time.

The acknowledgment tick is always on for digital agreements and can't be switched off. Edit the template wording for your business and jurisdiction before activating — these are starting drafts, not legal advice.

Control who gets a custom form and when

On a Custom form, two settings beneath the name decide its reach. The timing setting is Manual (you send it by hand) or After confirmation (it fires automatically on the success page right after the customer confirms a booking). The audience setting narrows it to All customers, New customers, or Existing customers — so a "first-visit intake" only reaches new faces. Turn on Allow multiple submissions if the same customer should be able to fill it more than once; leave it off and they answer once.

Send a custom form to one person on demand

A Custom form set to Manual and Active can be emailed to a specific customer with no booking involved. Open the form's three-dot menu (or the Send button inside it), pick an existing client or type any email address, and Send — the customer gets a link straight to the form. Profile forms and Digital Agreements fire from booking events, so only Custom forms show the Send action.

Read, export, and tidy up responses

Every form row shows a live response count; click it (or View responses in the menu) to open the responses page. It's searchable, and Export CSV pulls every answer into a spreadsheet for your records or vet software. Deleting a single response keeps the customer's booking history intact — only the link to that submission is removed.

Curate the question library

Open the Question Library (via Manage library in the Add questions dialog, or Clients → Forms → Question Library) to control which library questions appear in the picker for your industry. Each has a three-dot menu: Hide takes it out of the picker without losing any answers already collected — it's a visibility switch you can reverse (Unhide), never a delete. Make required marks a question required everywhere it appears, and Back to optional clears that override.

Tips

• You can't delete a form once it has responses — the delete option greys out to protect that data. Hide it by leaving it as Draft instead.
• Built a form but customers can't see it? It's almost always still on Draft — switch Status to Active, and check nothing else is already active on that trigger.
• A priced question ($ marker) can't be deleted directly. Remove its pricing rule from Settings → Pricing first, then delete it here if you still want it off the form.
• Search before you type a new question. The add-question box surfaces existing questions and factors first; picking one links to it instead of creating a duplicate, which is why it's worth a second before choosing "Create as a new question".
• Library beats custom for anything you'll report on. Library questions feed profiles and reports cleanly; custom ones stay private to your business.
• Edit template wording before going live. Agreement templates are starting points, not legal advice for your jurisdiction.

Related

• Form responses — view, search, and export what customers submitted.
• Client profiles — the pet and vehicle records Profile forms feed.
• Client directory — the customers your forms attach to.
• Factor-based pricing — where pricing tiers, options, and per-service assignment are set up (Settings → Pricing).
• Service variants and pricing — the other pricing model, for fixed-price size/tier options.