NOTE: Please review how to set up a Consultation Form first in order to better understand this article.
Completing a form
A Consultation Form can be completed in three ways:
Depending on the selected enforcement status within the Consultation Form settings, parts of the form can be prompted to the customer upon registering an account or before making a booking.
Upon clicking
[Manage consultation form]on the customer record, an admin can fill in the form on the customer's behalf (e.g. while on the phone with them or during their in-store visit).
Upon clicking
[Manage consultation form]on the customer record, an admin can click[Request via email]to send over the form for completion. The customer will receive an email with the subject 'Please complete the consultation form'.
Answered questions do not get prompted again, but if the responses are incorrect or have expired and need resubmitting, you can reset individual answers or sections by archiving them:
Archived answers are recorded within [Answer History]:
You can choose to be notified of any submitted forms via Settings > Consultation Form > Settings (at the top-right):
Reviewing a form
Appointment records may show one of these banner messages:
There is no consultation form for this customer: The customer does not have an active submission.
The consultation form has not been reviewed. Review: The customer has an active submission that has not been reviewed by an admin.
To review a form, click [Manage consultation form] on the customer record. If you are satisfied with the submission, click [Mark as reviewed] and refresh the page to see the audit:
You can click [Add additional notes] at the bottom of the page to leave internal comments:
On the main Customers page, you will see these three filters:
No consultation form
Not reviewed
Reviewed
There is a button to bulk [Send consultation form request] to customers without an active submission:
Customers with a reviewed submission are marked with a clipboard icon next to their name:
Related articles
How to set up a Consultation Form - Create a form to collect information from customers before their appointment.