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  1. Phorest Salon Software
  2. Consultation Forms & Video Consultations

Consultation Forms & Video Consultations

Consultation Forms

  • Overview of Digital Consultation Forms
  • How do I create a customizable Digital Consultation Form?
  • How can I add my logo to my Consultation Forms?
  • How can I make a field mandatory on a Consultation Form or Treatment Plan?
  • How do I schedule Consultation Forms to send to clients automatically?
  • How do I send a Consultation Form to a client to fill out before their appointment?
  • See all 18 articles

Video Consultations

  • How do I set up Video Consultations?
  • How do I create online services for Video Consultations?
  • How do I set up and use a Zoom account with Phorest?
  • How do I turn on my Video Consultation notifications?
  • What does the email for Video Consultations look like when clients receive it after booking?
  • How do I turn on the Zoom Waiting Room?

Smart Client Card

  • How do I use the Smart Client Card form?
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