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The user interface of the Vello form designer

The form designer is the tool that you use to make a form.

The image and table that follow:
  • Show the primary areas of the form designer
  • Give the function of each area
Tip: Hover over an area of the image, then select the area to read more about it.
Vello form designer: Input typesVello form designer: Form variablesMake a formVello form designer: Form settingsConfigure an appointment type to use a formMake a form with AI
AreaInformationDocumentation
1Use to make a form with AI. To make a form with AI, you can enter an AI prompt or you can use a PDF document.Form designer
2Use to change the form designer mode as follows:
  • To add form questions and content, select Designer
  • To show a preview of a form, select Preview
Not applicable.
3Use to open settings for the different parts of a form. Examples of what you can do with the settings:
  • Make a question mandatory
  • Configure the form to fill the width of the screen
  • Show a table of contents
  • Show a form page of questions if a set of conditions agree
  • Configure the text shown after a client completes a form
Vello form designer: Form settings
4Use to add input types to the form. Clients use an input type to enter or select information for a form question. Examples of input types include:
  • Text boxes
  • Electronic signatures
  • Checkboxes
Vello form designer: Input types
5Select to add a question to the form. Each question:
  • Is text that you enter as a question or as a statement
  • Uses an input type or uses a form variable
  • Is optional or mandatory
  • Is part of a form page that has one or more questions
Note: An alternative method to add a question is to drag an input type to the Add Question button.
Make a form
6Use to add form variables to the form. Use form variables to quickly and easily show pet and pet owner information in a form (for example, pet name or pet owner address).Vello form designer: Form variables
7When the form is prepared for clients to use, select Publish. After you select Publish, you can configure an appointment type to use the form. As a result, the Vello client portal makes the form available for clients to open and complete.
Note: After you select Publish, Vello permanently locks the form and you cannot make changes to it. But if necessary, you can make a copy of the form, then make changes to the copy.
Configure an appointment type to use a form