How do I assign a service to multiple Consultation Forms?

This article will show you how to attach a service to more than one Consultation Form.

Assigning a Service to Multiple Forms

To assign services to a form, go to Manager > Consultations > Form Templates, then click on the name of the first form you wish to assign services to.

Next, use the Services option to assign services to this form, then click Save to finish.

Repeat this process for any other forms you'd like to assign these services to.

Viewing a List of Forms Assigned to Each Service

To view a list of the forms assigned to each of your services, go to Manager > Consultations > Form Templates > Services.

Here, you'll see a list of all services along with the Assigned Forms for each.

Manually Adding Another Form to an Appointment

If you need to assign a form to an appointment where that form is not regularly completed with that service, you can do so by going to Manager > Consultations > View Consultations > Use the date picker to go to the appointment date > Select the client's form.

Next, select Add New Form.

Select a form to preview it, then, when you're happy to add the form, choose Select Form

You'll receive the following warning to let you know that once a form has been added to a client's appointment, it cannot be removed.

Select Add Form to continue, and the form will be added to the client's appointment.

Sending Forms to Clients

If you automatically send Consultation Forms to your clients (or manually send them) to complete before their appointment, the additional form(s) will be included.

The client will receive a message with a link to complete their form:

The link will direct the client to a page displaying all pending forms that need to be completed. Clients can return to this page as often as they need to complete their forms, up until the day after their appointment, when the link expires.