Quick answer
Use Client forms to collect client answers, consent and photos. The Questions tab controls the content, Where it’s used controls service assignments and timing, and Responses brings together submissions. Client notes is a separate area for staff-written observations.
Before you begin
A documented reason for every question and agreement from the studio on who may view the answers.
Approved consent or waiver wording reviewed for the studio's own services and jurisdiction.
The classes, courses or appointments that should require the form identified before attachment.
You'll know it worked when
Required, optional and conditional fields behave correctly for every tested answer path.
The client sees the form at the intended point and can complete it comfortably on mobile.
The completed response attaches to the correct client and service context.
Only roles that need the information can access it, and no card data or unnecessary sensitive detail is collected.
Follow along in Junocal
Open the exact product area, then keep this guide beside it.
Build the questions
- 1
Open Client forms and choose New form.
- 2
In Questions, add the fields, help text and sections your service needs.
- 3
Set required fields and conditional follow-ups so unrelated questions stay hidden.
- 4
Add photo requests where useful and signature fields with your approved consent or waiver wording.
- 5
Preview every answer path, then save.
Choose where and when the form is used
Reuse requires a verified client identity, a matching form version and your completion policy. Class forms belong to each participant; a course form covers each enrolled participant for the whole course. Guardian responses stay with the attendee and signer.
- 1
Open Where it’s used and select the appointment services, classes or courses that need the form.
- 2
Choose during booking, after confirmation and before the visit, or manual requests.
- 3
Set whether an eligible response can be reused, when it must be renewed, or whether every booking needs a fresh response.
- 4
Save the assignment and check a booking for the selected service.
Request forms from existing bookings
Adding a form to a service does not automatically send emails to earlier bookings. Review the eligible existing bookings and the displayed request count before choosing to send requests. For manual timing, explicitly send the request when you want the client to complete it.
Staff-created bookings and waitlist promotions can create outstanding form requests after confirmation. Check the participant’s completion status before the visit.
Find the booking responses
On the form: open Responses to review submissions.
On the client: open the profile to find their forms and history.
On a booking or course enrolment: open the response associated with that participant and context.
For clients: the private booking portal shows pending requests and completed status.
Help a client upload photos
JPEG, PNG and WebP are supported. A submission can contain up to 10 photos, each no larger than 10 MB, with a total limit of 50 MB. If a phone photo cannot be converted, save a supported version and upload it again.
Uploads use private storage and permission-checked links. Clients should complete and submit the form before leaving it: unsubmitted text answers are not saved across a page refresh.
Troubleshooting
Start with the symptom that matches what you can see. Check the existing record before repeating a booking, payment or import.
The form is published but clients are not asked to complete it
Check these first
Confirm the form is attached to the exact class, course or appointment they are booking.
Check whether the client already has a valid completion that satisfies the service requirement.
Next step: Attach the form to the intended service and test with a new client state before changing existing completed responses.
A conditional follow-up never appears
Check these first
Review the source question, comparison value and whether the answer format matches the condition.
Test both the revealing and non-revealing branches in Preview after saving.
Next step: Correct the condition and retest every branch, including returning to change an earlier answer.
Staff cannot find a submitted response
Check these first
Open Responses on the form, the client’s profile or the related booking or course enrolment.
Confirm the staff role is authorised to view form data and that the client used the expected email identity.
Next step: Locate the correct client or booking context and adjust access only if the role genuinely needs it. Do not duplicate the form to make the answer visible.
Answers before you get stuck
Are photo requests and timing controls only for appointments?
No. They apply to forms assigned to appointments, classes and courses.
Where do I see completed responses?
Use Responses on the form, the client profile, or the related booking or course enrolment. Your staff role must have permission to read the answers.
Can clients reuse a previous form?
Yes, when their verified identity, form version and your configured completion policy allow it. You can also require a fresh response for every booking.
Did this guide solve the problem?
Make the change, or ask with your account attached
Open the relevant Junocal screen now. If your question depends on a particular client, payment or class, Juno can send it to the support inbox with the page and studio context included.