How do I pre-send a Consultation Form to a client to fill out before their appointment?

In this article, we'll show you how to presend a Consultation Form using Phorest Go.

Note: Consultation forms can only be sent from Phorest Go and cannot currently be sent from Phorest desktop.

Video: Pre-send Consultation Forms in Phorest Go

Some elements and screens as shown in the video above may have since changed as we continue to update the Consultation Forms feature.


Step-by-Step

Before sending consultation forms out to clients, follow this link for the steps to create your custom-built forms

To pre-send a form, go to Consultations in your Phorest Go app. 

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From here you’ll see any completed or incomplete consultation forms. 

To pre-send the Consultation Form, either tap Send to client for each individual client or Send Forms to send to everyone for that day.

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A pop up will appear notifying you of how many clients you are pre-sending forms to for that given appointment date. You can only pre-send a consultation form to clients you have a contact number or email for.

Your message will go out as an email by default but you can opt to send it as an SMS.

Note: If you pre-send forms as SMS you will be charged based on the usual SMS rates in your package.

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If you don't have a contact number or email for a client a popup will appear reminding you to update their details.

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Once sent, a confirmation banner will appear at the top of the screen. Below each client, you will see a timestamp of when the last pre-sent form went out to them. 

If a client hasn't received their Consultation Form SMS tap Resend to try again.

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Your clients will receive an email (as seen on the left) or SMS (as seen on the right) with a link to their consultation form.

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After clicking the link they will land on a new page with any Consultation Forms they must fill out.

Depending on how many forms you require for a treatment they may see more than one required form here.

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Clients are required to fill out and sign off on their forms prior to their treatment.

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Once a client has completed and submitted their form they are moved from Incomplete Forms to Submitted for Review in Phorest Go. You will see a Review notification beside any submitted forms.

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The staff member reviewing the client’s form can tap review, enter their staff pin, and complete the review process.

Once done, your client's Consultation Form is marked as Recently Completed.

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Note: If you remove an appointment before a Consultation Form has been completed, the present consultation form will delete. An appointment will need to be remade for the client to fill in the form. If a client clicks the link for an appointment that has since been removed they will see the following web page:

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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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