3.2.2 Collect Client Information

How can I collect Client Information when purchasing a Bundle?

To collet Client information at the time of purchase relating to a Bundle, you can assign a Custom Form to specific or all Bundles.

Admin Dashboard > Settings > Bundle Forms > New Bundle Form

Name: Enter a Name for the From i.e Gold Plan Form

  • Short Description: Enter a description that your Clients will see when purchasing i.e Thank you for purchasing our Gold Plan, we need the following information to get started, please fill out the options below!

Form Builder: Use the drag and drop form builder to create your form and the information you want to collect.

Select Save & Save & Exit to finish.

How do I assign a Form to a Bundle?

Admin Dashboard > Retainers > Bundle Plans > Edit Bundle

Edit a Bundle you have created and assign the Custom Form from the right column.

Where will the information go to?

Admin Dashboard > Requests

The information collected from the form will appear as a Request for the new Client. The Request title will say “New Bundle Purchase – Client Information” with the Client contact details.  This Request will be visible to both you and the client, it can be deleted if required.