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How do I create a consultation form?
How do I create a consultation form?

Create client records to send automatically to clients for them to complete before their booking.

Updated over 2 weeks ago

To create a consultation form:

  1. Go to Menu >> Booking System

  2. Click on Consultation forms

  3. Select + Add section

  4. Choose from our templates or create your own

To create your own:

  1. Select + Custom section

  2. Add a title to your section

  3. Click + Question to add a question to the section

  4. Add the text for the question you would like to ask

  5. Turn on the Required toggle if you choose to make the question mandatory

  6. Select a Question type

  7. Choose from text, long text, single select, multiple select or images for that question

  8. Press save

  9. Press select treatments

  10. Toggle on the treatment(s) you wish to apply the form section to, or select all treatments. This means the form will automatically be selected for a booking that includes these select treatments.

  11. Before saving, if you wish to preview the form, select Preview on web

  12. Press Save

To select from our templates:

(note, our templates can be edited)

  1. Press Select for the template you would like to use

  2. If you wish to edit a particular question, click on the question and make your changes

  3. To re-order the questions in the template, hold the dots to the right of the question and drag and drop to re-order

  4. To delete a particular question, swipe right and press to delete

  5. Once you are happy with the questions, press select treatments

  6. Toggle on the treatment(s) you wish to apply the form section to, or select all treatments. This means the form will automatically be selected for a booking that includes these select treatments.

  7. Before saving, if you wish to preview the form, select Preview on web

  8. Press Save

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