Skip to content

Cloud Forms

Switchboard: Main->Reports->Marketing -> Create Cloud Forms
Menu: Marketing ->Create Cloud Forms

The Cloud Forms system creates web pages that integrate with the ProfitSystem, and can be added to the shop's web site.

It will show the shop's encrypted shopid and store number of the Register's current store.

Forms available to create are:

  • Prospect/Appointment Request: A web form that lets prospects send you their contact details via a web page, and those details will be automatically added to the prospect file in the Profit System. The prospect can also request an appointment via the web page and the Profit System will guide you through creating an appointment for the prospect.

  • Prom Registration: The Prom Prospect form is filled out by a prom prospect in the store as they are waiting for their consultant. It collects all their details and creates a new prospect record for them.

  • MyInfo Key Entry: Used by an existing customer to enter their web key (printed on their receipt) to view their MyInfo page.

  • Attendee Self-Registration : Used by a bride to register all of her attendants. This form package is downloaded from the BBL Systems, Inc. web site.

Web forms try to be smart when adding a customer to the ProfitSystem prospect form. It will attempt to match on the email address, primary phone, and alternative phone prior to creating a brand new prospect entry. If there is no existing prospect with matching information then a new prospect is added, otherwise not. This allows existing prospect data to be preserved, such as event dates, favorites, notes .etc.