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How do I email a consultation form to the client before their booking?
How do I email a consultation form to the client before their booking?

Learn how to send the client record form to the client automatically before the appointment.

Updated over 2 weeks ago

Ensure your consultation form is attached to a treatment:

  1. Go to Menu >> Booking System

  2. Click on Consultation forms

  3. Select + Add section

  4. Choose from our templates or create your own

  5. Once you have created your question 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

  9. Upon creation or acceptance of the booking, an email will be sent to your client automatically to confirm the booking, with a link to the consultation form

Note - If you wish to opt-in to be sent a copy of all emails your client receives, head to your Menu >> Booking System >> Email updates and toggle this on.

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