Edit the steps of your form

The editor at a glance

On the left you see the preview of your form, on the right the sidebar with the tabs “Steps”, “Design” and “Settings”. In the “As widget” view, a “Widget” tab is added. At the top in the middle you switch between “Edit”, “Share” and “Analytics”.

Above the preview you’ll find a bar with these buttons.

Button	What it does
As form / As widget	Shows the form, or the price search on a sample page. “As widget” is only available for repair leads.
Computer and phone	Shows the preview in computer or phone size.
Language	Switches the language of the preview. You edit the texts for each language separately.
Arrows	Move through the form step by step.

Edit texts right in the preview

1. Click a step on the right under “Steps”. The preview jumps to that step.
2. In the preview, click the text you want to change, for example the title or the button.
3. Type your text. The change is saved as a draft right away.

For each step the sidebar tells you which texts you can change there, such as title, subtitle, placeholder and button.

Add a step

1. Click “Add step” under “Steps”.
2. Pick a step. One click adds it in the right place.

The steps are sorted into groups.

Group	Steps
Prices and add-on sales	Price search, Add-on services, Add-on items
Device details	IMEI, Serial number, Purchase date, Original invoice number, Photos
Basic steps	for example Signature
More steps	Print, only in kiosk mode and service agent mode

At the bottom, “Already in the form” shows which steps your form already has. Which steps are offered depends on the form type.

Change the order

Grab a step by the handle on the left and drag it to its new place. A few positions are fixed.

• The start screen is always first, the thank you page always last.
• Device details such as IMEI, serial number, purchase date, original invoice number and photos always come before the signature.

Set required details

Open a step. If it has a “Required” switch, use it to decide whether the customer has to fill in this step. With the switch off, the detail is optional. For “Contact Details” and “Address” you set this for each field separately.

Remove a step

1. Open the step and click the trash icon.
2. Confirm with “Remove”.

This deletes the texts and settings of that step.

You don’t remove the thank you page, you hide it with the eye icon. “Show again” brings it back.

The thank you page

Under “What customers see at the end” you choose what appears after the booking.

• QR code: Customers show the code when they drop off their device on site.
• Confirmation: Customers see their documents and your links.

“Show Done button” shows or hides a button at the end. Service agent forms have no thank you page.

Mail in or drop off

For repair leads and for RMA and warranty, the “Mail in or drop off” step asks the customer how the device gets to you. It carries the label “Online only” because bookings on site don’t need it. Under “Hand-in methods” you switch three methods on or off. The customer picks one, and at least one stays on.

Hand-in method	What you set
Drop off	Under “Drop-off locations” you set where the customer hands in the device. Add more with “+ Add location”.
Mail in	Under “Customers send to” you set the address the device goes to, plus the “Shipping label”.
Pick up	RepairCMS only notes the pickup on the request. There is no label and no appointment, you contact the customer yourself.

For each method you can add a “Short note”, for example “Free shipping”.

Shipping label for mail in

• Simple label: The customer gets a PDF with your address and pays the postage themselves. No setup needed.
• DHL return label: The customer gets a prepaid label by email and pays nothing. You pay the postage through your own DHL contract. Under “Create label” you choose “Right after the booking” or “After my approval”. If the label is created right after the booking, the customer also gets a QR code and does not need to print anything at the DHL drop-off point. “Maximum DHL labels per day” sets a limit. Once it’s reached, the customer gets the simple label.

Print on site

With the “Print” step you print the receipt and label on site after the booking. In service agent mode it is already included. In kiosk mode you add it with “Add step” under “More steps”. After the booking, a preview opens with the job receipt and device label.