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- Capture Forms
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For Patients: How-to Guides
How to Edit Your Forms in Capture Forms
This article explains how to edit the forms you’ve previously created using Capture Forms.
Step 1: Access "Capture Forms"
Start by logging into your Pabau account using your login credentials. Then, navigate to the Marketing section located on the left sidebar menu and click to expand it. The "Capture Forms" tab will be revealed.
Step 2: Access Form Builder
Navigate to the "Forms" tab on the top left corner to view your created forms. On the form you want to configure the settings, click the "Actions" button to view all available options.
To start editing the form, select the "Update" option.
Step 3: Edit Your Form
You will be redirected in the Form Builder where you can make all necessary changes.
Step 4: Save Changes
To update the changes to your form, click the "Save Form" button.
After you've selected "Save Form," a modal window will appear with 4 options:
- Continue editing the form
- Go to Advanced Form Settings
- Share form
- Go to Form Manager
In this case, select the 4th option to finalize.
NOTE: If you close the modal window without choosing one of these three options, when you "Save" again, you create another form and not edit the already created. This option can be useful if you want to create several similar forms quickly.
By following these steps, you can successfully edit your created forms.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.