How do I view completed Consultation Forms on Phorest Go?

This article will show you how to view a client's completed Consultation Form on Phorest Go.

To view a client's Consultation Forms on PhorestGo, tap on their appointment > Tap their name to open their profile > Tap Consultation Forms, and you'll see all Consultation Forms completed by this client, listed by the date they were completed.

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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.

 Access Required

To do this, staff will need access to View Completed Consultation Forms.

For more information on updating staff access, check out this guide.


Sending a Client a Form to Complete

To learn how to send a form to a client, check out this guide.

 

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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