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

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Creating Your Form

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

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

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.

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.

You can access additional options for an item by clicking on the three dots next to it. These options include moving the item up or down, editing it, or removing it from the form.

Once you're happy with the form, click Save.

Mandatory/Required Fields

While some questions are mandatory by default, you cannot currently choose which are/are not mandatory. Your staff must review each completed form to make sure that the client has completed it correctly.

Publishing Your Form

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

Once published, the form will be active and ready for use.