Channels and delivery
Email, SMS, WhatsApp, In-app, manual sending, token expiry, resend
Channels and delivery
Forms reach the customer via 4 channels. Each suits different situations.
The 4 channels
1. Email
When: longer forms, detailed info. Customer sees: branded email with logo, subject + message, "Fill it out" button to public link. Content:
- Custom subject (configurable)
- Custom message (template)
- Booking details (if linked)
- Salon contact footer
2. SMS
When: short reminder, urgent fill. Sees: 160 chars, salon name + short message + link. Limit: max 160 chars (1 SMS), otherwise more segments.
3. WhatsApp
When: customer WhatsApp-active, quick response. Sees: similar to SMS but in WhatsApp. Limit: 160 chars recommended.
4. In-app
When: customer uses the Customer app. Sees: push notification + form inside the app. Pro: no external link, opens inside app.
Manual sending
Customer profile → Forms tab → + Send form:
- Pick form
- Pick channel
- "Send"
Customer receives, you see submission as "In Progress."
Public link structure
Every submission gets a unique access token:
https://{salon}.bookinda.hu/f/{accessToken}
Token lives 30 days (configurable). After expiry, new send required.
Resend
Unfilled form can be resent:
- Customer profile → Forms tab → row → Resend
- Existing submission gets a re-notification (same link)
Or:
- New send – new submission, new token
Token expiry
Default 30 days. Configurable in form builder. After expiry, link breaks, customer sees "Form expired."
Off-channel links
Public link can be distributed anywhere:
- Embedded on salon website
- Social media post
- QR code
- Small card at reception with QR
Link is /f/{accessToken}, anyone with it can fill out.
When to use it
Scenario 1, detailed consultation via email Email channel. Longer questions, branded look needed.
Scenario 2, quick SMS reminder SMS channel. "For tomorrow's booking, fill: link." Customer fills in 30 seconds.
Scenario 3, WhatsApp-active customer WhatsApp channel. Like SMS but often higher open rate.
Scenario 4, app-using customer In-app channel. Full experience inside app, no external link needed.
Scenario 5, reception flow Show QR at reception → customer opens on their phone. No email send needed.
Scenario 6, customer didn't fill, you resend Customer profile → Forms → "Resend" button. New email/SMS with same link.
Tips
- Channel matches customer preference: email-active customer → email. Phone-first → SMS / WhatsApp.
- 30-day token is enough, but for premium / urgent, tighten to 7 days (signals urgency).
- Resend isn't aggressive if customer didn't respond once. After 2 sends = spam.
- Compress SMS content: "Fill for booking: link." Don't send 2 SMS (pricier).
- QR code at reception is very strong: verbal prompt + QR. Conversion 80%+.
- Public link is shareable, not personal. Customer shares with others → they fill too (different token).