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How do I attach a consultation form to a treatment?
How do I attach a consultation form to a treatment?

Add consultation forms to treatments so the relevant form sends for the treatment booked.

Updated over 2 weeks ago

To attach a consultation form to a treatment:

  1. Go to Menu >> Booking System

  2. Click on Consultation forms

  3. Select the section you wish to attach to a treatment

  4. Press select treatments

  5. 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.

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

  7. Press Save

Tip - We recommend attaching treatments to consultation forms so the correct form is sent to the correct client depending on the treatments they have booked.

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