This article will show you how to view a client's completed digital Consultation Form.
In this article
On Phorest Desktop
Video Guide
Step-by-Step
Go to Clients, then search for and double-click on a client's name to open their Client Card.
Once in their Client Card, go to Consultations > Forms.
To view a form, click View Form
The form will appear. It can be scrolled downwards to view all questions and details. At the bottom of the form, you will also see the client's digital signature.
On PhorestGo
To view a client's Consultation Forms on PhorestGo, tap on their appointment > Tap their name to open their profile > Tap Consultation Forms.
You'll see all Consultation Forms completed by this client, listed by the date they were completed.
Alternatively, you can also swipe in from the left of the screen > Go to Clients > Search for and tap on the client's name > Tap Consultation Forms.
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.