Intake Forms & Waivers | Help Center | Tuvy

Real-world use case

Industry: Beauty & Wellness

The problem

The detailing team needs clients to accept a scratch waiver and upload vehicle photos before they book.

How to configure it in Tuvy

The detailing team needs clients to accept a scratch waiver and upload vehicle photos before they book.
Service Name: Creating Liability Waivers at Mobile Car Detailing
Intake forms are under Settings, then Intake Forms. The questions appear at checkout.
Go to Settings, then Intake Forms.
Add a required checkbox: Agree to detailing terms?
Add an optional file upload: Upload current vehicle conditions.
Checkbox Waivers: the client must agree before they can pay.
File Uploads: PDFs and photos are stored on the client profile.
Dropdown and Text: use a multiple-choice list or a written answer.
Click Add New Field.
Choose the field type, write the question, mark it required or optional, and Save.
Keep required questions few so people still finish checkout.
Every client now signs the terms and can upload photos during checkout.

The result

Every client now signs the terms and can upload photos during checkout.

1
The detailing team needs clients to accept a scratch waiver and upload vehicle photos before they book.
2
Service Name
Creating Liability Waivers at Mobile Car Detailing
3
Intake forms are under Settings, then Intake Forms. The questions appear at checkout.
4
Go to Settings, then Intake Forms.
5
Add a required checkbox
Agree to detailing terms?
6
Add an optional file upload
Upload current vehicle conditions.
7
Checkbox Waivers
the client must agree before they can pay.
8
File Uploads
PDFs and photos are stored on the client profile.
9
Dropdown and Text
use a multiple-choice list or a written answer.
10
Click Add New Field.
11
Choose the field type, write the question, mark it required or optional, and Save.
12
Keep required questions few so people still finish checkout.
13
Every client now signs the terms and can upload photos during checkout.