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 client upon registering an account or before making a booking.
Open the client and go to Records > Consultation form. An admin can fill in the form on the client's behalf (e.g. while on the phone with them or during their in-store visit).
From the same place, an admin can click Request via email to send the form for completion. The client 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:
To be notified when a client submits a form, turn on the New consultation form notification in your notification settings - see How to configure your notification settings.
Reviewing a form
Appointment records may show one of these banner messages:
There is no consultation form for this client: The client does not have an active submission.
The consultation form has not been reviewed. Review: The client has an active submission that has not been reviewed by an admin.
To review a form, open the client and go to Records > Consultation form. 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 Clients page, you'll see these three filters:
No consultation form
Not reviewed
Reviewed
There is a button to bulk Send consultation form request to clients without an active submission:
Clients 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 clients before their appointment.