Content links
1. General vs. service-specific sections
Within Settings -> Consultation Form, you will see that the form has two section types:
General: For non-service-specific questions (e.g. personal details, doctor/clinic information). These can be prompted to the customer regardless of which service they select.
Service-specific: For questions related to a service or category (e.g. Hair, Nail, Aesthetics). These can be prompted to the customer when they book certain services.
You do not have to create both general and service-specific content, so tailor the form to the information you require.
On a service-specific section, click [Assign services] to select the services that prompt it:
You can create as many sections as you need:
2. Adding content
You can view/use our sample content under Existing Templates which can be edited or deleted after being added:
These templates are just for reference and intended to illustrate the type of content and layout that is possible.
Alternatively, you can start from scratch by clicking Add New Question - you can choose from:
Question: Answers can be optional or required, and the type as one of the following:
Written answer
Score from 1 to 5
Yes or No
Image upload
Sub-heading: Can be used to separate and label different groups of content.
Text: For explanatory text that requires no response (e.g. description of the treatment and the products used).
If you want to use/incorporate your own files, you could add a Text item and include a link to the file. For instructions on how to upload a file to Google Drive online storage (account required) and generate a shareable link, see these articles:
On a service-specific section, you can click [Preview Form] to see how it would look as the customer:
3. Digital signature
To prompt a digital freehand signature from the customer, click Settings at the top-right and tick Require digital signature on consultation forms before clicking [Update]:
4. Rearranging content
If you need to reorder items on the form, click Settings at the top-right followed by [Order all questions] on the pop-up form:
Click and hold the 4-directional arrows icon to drag-and-drop content to another position:
5. Activating the form - enforcement statuses
Consultation forms are disabled: The Consultation Form feature is inactive.
Consultation forms are internal only:
The form will not be prompted to customers.
Admins can via the customer's record, email the form to the customer to fill in, or manually complete it on their behalf.
Consultation forms will be prompted upon registration:
Only the general section of the form will be prompted to new customers upon registration, but it can be skipped (i.e. is optional).
Admins can via the customer's record, email the form to the customer to fill in, or manually complete it on their behalf.
Consultation forms will be prompted after booking
The form will be prompted after the customer has booked online.
The confirmation email will also contain a link to complete the form in the case that the customer was booked in manually by an admin.
Admins can optionally via the customer's record, email the form to the customer to fill in, or manually complete it on their behalf.
Consultation forms are required to book:
The form will be prompted before customers can book one of the assigned services and it must be completed.
Admins can via the customer's record, email the form to the customer to fill in, or manually complete it on their behalf. This is for appointments booked manually by an admin.
Related articles
How to complete and review Consultation Forms - Explanation of how forms are completed and the functionality when reviewing them.