Important!
The Template Builder is currently only available to the Beta Testing Group.
For information about becoming a Beta Tester, please email support@nookal.com
There are a variety of Elements available to Drag and Drop onto your form when Creating Client Forms in the Template Builder. Most Elements are optional, meaning the form can be tailored to meet your unique business requirements.
In this article, we list each available Element and explain how it can be used.
Address
This Element includes the Address fields for the client and can be added once per Template.
After the Address Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox). To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
When the form is sent, the Address Element will appear to the Client similarly to the image below.
Chart
This Element allows you to select from any Chart uploaded to Nookal and can be added multiple times per Template.
After the Chart Element is added to the form, Add a heading, select your Chart by clicking Add Image, and Add helper text if preferred.
Then click Customise to choose if the following fields should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox).
When the form is sent, the Chart Element will appear to the Client similarly to the image below.
Client Details
This Element includes the Client Details fields and can be added once per Template.
After the Client Details Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox). To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
When the form is sent, the Client Details Element will appear to the Client similarly to the image below.
Client Options
This Element includes the Client Options fields and can be added multiple times per Template.
After the Client Options Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox). To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
Hot Tips!
The Client Options Element allows the user to either upload a file (Client to Upload File) or to download a file (Provider to Upload File).
Only one Upload File option can be selected per Client Options element.
After the Client Options Element is added to the form, optionally choose to enter an Upload File Heading, Upload File Helper Text, and add a URL Heading, URL, and URL Helper Text as preferred. To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
When the form is sent, the Client Options Element will appear to the Client similarly to the image below.
External Communications
This Element includes the Consent fields for Email and SMS Reminders and Marketing, and can be added once per Template.
After the External Communications Element is added to the form, optionally choose to enter a Reminder Heading, and a Marketing Heading as preferred.
After the External Communications Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox). To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
When the form is sent, the External Communications Element will appear to the Client similarly to the image below.
Internal Communications
This Element is for Internal use only. It allows you to enter the Message the Client will receive when they are sent the Client Form via SMS or Email. It can be used once per Template.
After the Internal Communications Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle).
Depending on your Customisations, add the Email Subject and Message, the SMS Message, and use the Add Client Form Link button to add the link to your message.
Important!
Check the number of characters under the SMS Message to minimise the cost of SMS, as it costs 1 credit for approximately every 160 characters.
Contact
This Element includes the Client's Contact details and their Third-Party Contact, which will appear in the saved PDF of the Client Form.
After the Contact Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox). To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
When the form is sent, the Contact Element will appear to the Client similarly to the image below.
Extras
This Element gives you the option to add any Extras to the Client Form that are Active in the Setup > Items > Extras section. For more information on setting up Extras see Adding Extra Information to Client Profile.
After the Extras Element is added to the form, if no Extras have been selected you will see the below message.
Click Customise to select which Extras should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox). To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
When the form is sent, the Extras Element will appear to the Client similarly to the image below.
Health
This Element includes the Health information of the Client, such as their Doctor and Next of Kin.
Important!
Depending on what Integrations are enabled on your Nookal account, you may see other fields related to these integrations here.
After the Health Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox). To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
When the form is sent, the Health Element will appear to the Client similarly to the image below.
Question
This Element allows you to add Questions on the fly and can be used multiple times per Template.
After the Question Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox). To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
Hot Tips
It is possible to add one Free Text Question, Single Choice Question, and Multiple Choice Question to each Question Element.
Go back to the form to add your Question, and the possible answers. Use the + icon to add more answers to select from. Add helper text if required.
When the form is sent, the Question Element will appear to the Client similarly to the image below.
Referrers
This Element allows you to add any active Referrers from the Setup > Practice > Referrers section to the client form.
After the Referrers Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox). To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
When the form is sent, the Referrers Element will appear to the Client similarly to the image below.
Signatures
This Element allows you to add Terms and Conditions, as well as a field for the Client's Signature. This can be added once per Template.
After the Signatures Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle), and Required or Not Required (using the Checkbox). To reorder fields within the Element, click the Up-Down Arrows to Drag and Drop as required.
Go back to the form to add your Terms and Conditions, and Helper Text if required.
When the form is sent, the Signatures Element will appear to the Client similarly to the image below.
End Section
This Element will be added automatically at least once to ensure the form includes the minimum required Finish and Back buttons.
The End Section works similarly to a page break: Any Elements added after the End Section will be moved onto a new page when the form is in Preview mode, and when the Client is completing it.
Important!
You can use multiple End Section Elements throughout the Client Form, however, the last End Section Element cannot be deleted.
Header
This Element is for adding a Header, including a Logo and Text. It can be used multiple times per Template.
After the Header Element is added to the form, click Customise to choose if the following fields should be Visible or Hidden (using the Toggle). You can also reposition the Header Image.
Enter a Heading, and upload an image to the element by clicking the Pen icon in the top-right of the image box. If no image is uploaded, the Header element will pull in the logo for the Location if it exists.
When the form is sent, the Header Element will appear to the Client similarly to the image below.
Thank You Message
This Element will appear after the Client has completed the form to allow you to send them a Thank You Message and direct them to another URL if preferred.
After the Thank You Message Element has been added to the form, add in your Message including any Placeholders and URLs using the formatting options.
When the form is completed, the Thank You Message Element will appear to the Client similarly to the image below.