How do I create a customizable Digital Consultation Form?

This article outlines how to create and publish a customizable digital consultation form.

Video: Build & Publish A Digital Consultation Form


Step-By-Step Guide

Go to Manager > Consultations, then click Create New Form to begin.

mceclip0.png

Next, choose whether you want to build your own Custom Form, or use one of the Phorest Premade Forms.

Note: You can use a Premade Form as a template and edit it to suit your business.

mceclip1.png

If you're creating a custom form, start by giving the form a Name.

mceclip3.png

Next, give the form a Description. 

mceclip4.png

Choose Services this form applies to. Check the overall Service Category or use the drop-down arrow to select a specific Service within a Service Category.

mceclip5.png

Choose the Frequency for how often the form needs to be completed by your clients.

mceclip6.png

 

The Disclaimer and Privacy Policy are mandatory to make the form GDPR compliant. These will appear automatically on all forms at the top and bottom.

To start building your form, click on the Add Item tab. A list of pre-built sections will appear. Choose any of the options to build your form.

mceclip7.png

Click on the section Contact Details. A list of contact details will appear. Select which information is required from the client. Click Add to Form.

mceclip8.png

Click on the section Medical Conditions. Add medical conditions in which information is required from clients to fulfil their treatment. Click Add to form.

mceclip9.png

Click the General Questions section. Click the drop-down for answer type. There are many different answer options to the salon's questions. Click Add to form.

mceclip10.png

 

Click on the Marketing Details section. This will give the salon customers an option to opt-in/out of the salons marketing. Click Add to form.

mceclip11.png

Click on Heading to add a heading to the form. Click on Text Block to add a blank paragraph.

Clicking on the three dots beside any questions or required fields will give the option to Move, Edit or Remove the section

mceclip12.png

Once completed, click Save.

This will save the form in Draft format. To make it an active form, click Options > Publish.

mceclip2.png

Once Published, the form will appear in purple and is ready to use.


To learn about more areas like this in your Phorest system enrol in our Digital Consultation Forms course in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.

Was this article helpful?
20 out of 23 found this helpful