This article outlines how to create and publish a customizable digital consultation form.
In this Article
Creating Your Form
Go to Manager > Consultations > Form Templates, then click +Add Form to begin.
Next, choose whether you want to build your own custom form or use a pre-made form. You can use a pre-made form as a template and edit it to suit your specific business needs.
If you're creating a custom form, start by giving the form a Name.
Next, give the form a Description.
Applying Services to the Form
Select which Services the form should apply to. You can choose individual Services or select entire Service Categories.
Setting the Form Frequency
Select your Frequency, which will determine how often the form needs to be completed by your clients.
Both the Disclaimer and Privacy Policy are mandatory to help ensure the form complies with data regulation requirements that may exist in your region. They will appear automatically at the top and bottom of all forms.
Adding Items to Your Form
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.
Not Seeing the Add Item Option?
You will not have the Add Item option on pre-made form templates. If you wish to add items to a pre-made form, go to your list of form templates, check the box beside the pre-made form, select Duplicate, and then edit the duplicate version.
You can access additional options for an item by selecting the Actions option next to it.
Once you're happy with the form, click Save.
Publishing Your Form
This will save the form in Draft format. To make it an active form, check the box beside the form in your form templates list > Publish.
Once published, the form will be active and ready for use.
After a form is published, it cannot be unpublished or returned to draft. To achieve this, you will need to duplicate the published form, which will create a copy of that form in draft. After that, you can delete the original form.
Next Steps - Sending Your Form to Clients
Next, you may want to know how to send a Consultation Form to your client. Check out this guide to find out how.