PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Web Forms (myStratus ONLY) > 1. Web Forms Preferences
1. Web Forms Preferences

By going to Maintenance > Preferences > Online Portal Preferences, you can set up and customize the appearance of your Web Forms will look.  Once you've selected Online Portal Preferences, in order to make the Web Forms mirror your web site, go to the Customization tab. If you're already using Online Booking or InspiredByYou, you've already set this up, so you may skip this step. For all the details on how to do this, follow this link.

 


Maintenance > Preferences > Web Forms  Preferences

Here's what's on the General tab when Link is selected for Web Forms Style




Web Form Styles: The Link selection opens directly to the Web Form Log In page online where you r client will see the Web Forms that need to be completed.
Redirect URL:  This is the link your clients will be redirected to after the Web Form has been submitted.  You  may leave it as is, or change it.
Get HTML Code:  This button gives you the HTML code that clients can use to log in to complete their Web Forms.
New to 2023 - Save PDF of Web Form as an Attachment upon submission:  When a web form is submitted by the client, a copy can automatically saved and attached to the client record as a .pdf.  For more information on Attaching files, follow this link.

Here's what's on the General tab when iFrame is selected for Web Forms Style



Web Form Styles: The iFrame selection allows your web designer to add code to your site to embed the link.
iFrame Page URL:  This is the page where your web designer will be placing the code
Get HTML Code:  This button gives you the HTML code your web designer will use.
New to 2023 - Save PDF of Web Form as an Attachment upon submission:  When a web form is submitted by the client, a copy can automatically saved and attached to the client record as a .pdf.  For more information on Attaching files, follow this link.

On the Logo tab, if you wish to use a logo, select it here.  If you have multi-paged Web Forms and want the logo to appear on each page of the Web Form, be sure to select the "Show logo at the top of each page" box.




See also
Introduction to Web Forms
2. Building Web Forms
3. Creating Web Forms for Clients
4. Accessing Web Forms
Web Form Statuses
Bulk Create Web Forms


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