Skip to main content
All CollectionsBooking SystemConsultation Forms
How do I send a consultation form to the client via SMS before their booking?
How do I send a consultation form to the client via SMS 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

Sending consultation forms to clients via SMS:

  1. In your Booking System settings

  2. Select SMS updates

  3. Click on Consultation Form Reminder

  4. Toggle on this SMS to enable

  5. To change the text in the SMS press edit message

  6. Click Save

  7. Upon acceptance or creation of a booking, the client will be sent a reminder to complete their consultation form before the booking

Did this answer your question?