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Can I change the consultation form a particular client receives?
Can I change the consultation form a particular client receives?

Change the consultation

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

How to change the consultation form on a booking-by-booking basis for a client:

  1. When you create or accept a booking containing the treatment(s) selected above, the relevant form section(s) will be applied to the booking

  2. To change the form section(s) that are sent, click edit forms

  3. Toggle on or off the sections you wish to send to this particular client

  4. Press Save

  5. 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

  6. An SMS will also be sent if Consultation Form Reminder SMS update is enabled

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