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🎥 Light Blue’s Forms: a brief overview of how they can be used

Using Light Blue Forms is a great way to make it easy for potential clients to get in touch with you and, once they’ve booked their session in, for you to gather extra information you may need from them ahead of it.

They’re straightforward to set up and then use and all the data is automatically imported into the correct Light Blue Records freeing up your valuable time to focus on things other than admin!

To learn more about how to use them watch the video below; though if you prefer to learn by words and pictures, have a read of the help article instead!

The great news is that that is no limit to the number of Forms you can create in Light Blue; particularly useful if you need to know different details for different packages or genres of photography you offer. And you can apply any of the brands in your Client Portal to each Form you create too.

There are two different types of Forms you can create in Light Blue; a contact Form and a client questionnaire Form.

A contact Form

These are publicly available Forms, usually on a website, for anyone to fill out and get in touch with you. They’re great to capture potential client’s contact details, what type of session they’re interested in, how they found you and anything else you’d like to include! You can even have hidden fields on the form, send automatic replies, redirect them to a ‘Thank You’ webpage and add Workflows to the Enquiry to make things even more streamlined for you.

👉 If you’d like to learn how to use Light Blue’s Forms as a contact Form on your website head on over to this help article.

A client questionnaire Form

These are Forms that you send to your clients ahead of their session to gather any extra details that you need to help it run smoothly. This could be details of other people that are also going to be there, perhaps the timings of their wedding day or requests for any particular images they want captured. Again you can ask whatever you like; any information you already have can be pre-populated into the Form so all your clients have to do is simply to complete the extra details you require.

You can save even more time if you include the Form in a Workflow as it’ll be sent automatically. And if you want to streamline your processes even further, Forms can be added to a Contract Template so you gather this extra information at that point in your process.

👉 If you’d like to learn how to use Light Blue’s Forms as a client questionnaire ahead of their booked session head on over to this help article.

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