How to view Consultation Forms on the Client Card?

This article will show you how to view a completed digital consultation form on a client card on the desktop

Video: Review A Completed Consultation Form In The Client Card


Step-by-Step Guide

Go to Clients, then search for and double-click on a client's name to open their Client Card.

Once in their Client Card, click into the Consultations > Forms.

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To view a form on desktop, click View Form

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The form will appear. It can be scrolled downwards to view all questions and details. At the bottom of form, you will also see the client's digital signature.

 


Reviewing a Completed Consultation Form on Phorest Go

You can view clients completed Consultation Form from within their client card on Phorest Go.

Swipe from the left of the screen and tap Clients.

Search for the client to bring up their client card then tap Forms.

From there, you can view any completed Consultation Forms.

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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.

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