Manage student registrations & data, collect payments & schedule classes in minutes.
You can also start a form from scratch if you would like, but using templates is a great way to get off the ground and familiarize yourself with Paperform.
You can easily edit the heading of the form by simply clicking on the text. This is the same for any body of text throughout the form. Likewise, to edit the text of any of questions that currently appear in you form, simply click on the correlating text and delete.
If you want to make a body of text shorter or simply delete it, you can highlight the text as though you are working on a word doc.
This template has a cover image that sits below the heading name "The FRENCH Fluent Formula". You can easily replace this by clicking the image and choosing the picture icon within the toolbar that appears above (pictured below). You can also delete the image entirely by clicking the ‘X’ icon that appears in the very same toolbar next to the picture icon. A pop-up prompt will appear, asking if you want to delete the image.
So you have now changed the basics of your form to suit your business' or individual needs. Let's look at changing the personality of your form. In the top right corner of your template editing dashboard is the 'Theme' icon.
Once you click on this you will enter your theme settings, from here you can edit the form to feel more personal. Simple changes such as the font and colour of text can be done from here while you can edit the appearance of your text more detail from the 'Typography' tab.
The look and feel of your buttons and questions can be edited from the 'UI Elements' tab, while you can change the back-ground color and even upload a back-ground image from this tab as well.
This template provides three lesson lengths for lessons (30 minutes, 60 minutes and 90 minutes). You can easily edit, add or remove these by clicking on the configuration icon for the 'Choose the length of your lesson' question. Simply click on the configuration icon to open up the question settings.
Now simply scroll down to where you can see the options and edit freely. You can also add images to each option.
PLEASE NOTE IF YOU EDIT THE LESSON LENGTHS. In order for the total price to properly correlate with which lesson length is chosen you must also edit the custom pricing rules (pictured below). To enter the 'Custom Pricing Rules' simply click on 'Configure' at the top of your editing dashboard > 'Payments' tab then scroll to the bottom where you will see 'Custom Pricing Rules'.
This is where you can also personalize what you charge per lesson. Where you see below the rule reads ' then + 15 ', this simply states that when the lesson length is chosen to be '30 minutes' then the user will be asked to pay $15.00 before completing their booking.
At Paperform we have now made it easier than ever to create and control your own Appointment booking system through the Appointments question type. To ensure your lessons are run efficiently you can also connect a calendar that will keep track of all lessons and stop any double-booking problems you may have faced in the past.
You can configure your general availability manually, add 'blockout dates' for days you are not available as well as connect the form to your Google Calendar to ensure students don't double-book you. This will also automatically add new bookings to your calendar. Connecting your calendar is simple!
Now that you have customized your appointment availability and are on your way to helping students, let’s look at how simply you can keep your booked customers informed as to what's to come, and remind them of their booking!
When an appointment is made it will appear on your calendar. Google Calendar bookings will have a Hangout Video Call link automatically included which you might like to use for your meeting. Google will automatically send out reminders for this meeting by email.
Click the 'view" button to go to the live form. Fill in the form and submit it. You can access submissions via the dashboard.
Before you can start taking payments, you'll need to select a payment source under Configure > Payments. If you don't have any payment source connected yet, you can set one up by clicking "Manage Payment Accounts" and following the prompts on one of the support payment providers (Stripe, PayPal Business, Braintree or Square).
8. Set up automatic after submission email.
After a customer has submitted their booking and made their payment you will want to send them a confirmation email containing details of their session and payment.
To set up a confirmation email that will automatically send once a customer has submitted their form simply go into After Submission > Emails. Then click 'add email' follow the prompts and create your automatic email.
Keep all your students details in one easy to read location. Our integration with HubSpot, a leader in Customer Relationship Management, makes it easier to connect with your students and keep that relationship blossoming. You can take control of your emails, reporting, goals and more. To connect simply go into After Submission > Integrations & Webhooks, Click on the HubSpot icon and follow the prompts.
Before making your form live and begin accepting bookings from excited students, you’ll want to do the following:
You're done! You can get the URL or embed code of the online order form under the Share menu in the form editor. Happy form making!