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How to manually send consultation forms to your clients

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In this guide you will learn how to manually send consultation forms to your clients, saving valuable time by eliminating time required in store to complete providing you with their details. With this in mind, Timely allows you to send digital consultation forms to your clients to complete before (or even after) their appointment. Consult’s customisable forms helps you streamline your business, protect your brand and deliver an exceptional client experience. 

 

 

Timely tip: Before sending a consultation form, we recommend you see our help guide on How to create your own consultation. Once you've created your consultation, don't forget to share it with your business so you can send it to clients! Consultations are sent as an ad hoc SMS message and use SMS credits from your monthly allowance.

 

Important note: Make sure to double check you do not have duplicate customers before sending consultation forms. Our help guide How to merge duplicate customers will walk you through how to do this. As Timely uses your client's SMS details to log them in and connect to their records, if you have multiple clients with the same SMS number we'll use the details that have the most recent booking made.

 

 

How to manually send a consultation form to your clients

 

1 Firstly, we need to go to the client's profile that we want to send the consultation to. To do this either head to the customers tab in Timely or click the send consultation button in the customer sidebar of the calendar.

 

2 If you are using the customers tab, search for the client and click on their name on the list to open their record.

 

3 Once you've found the client you want to send the consultation to, click the documents tab on the client's profile.

 

4 In the documents tab, click the send consultation button.

 

5 Select how you want to send your form (either by SMS or email) and then search for the consultation form that you want to send your client. Once you've found the consultation you want to send, click send. P.s If you've selected via SMS, this message uses a credit from your monthly SMS allowance.

 

Timely note: If you're unable to see your consultations here, check that you've shared them with your business. See our help guide How to Share a Consult Form with your Business for steps on how to do this. If you haven't shared or created your own consultations, you'll be able to send one of our industry-standard consultations.

 

6 After you've clicked send, your client will receive an SMS or email message with a link for them to fill in the consultation.

 

7 If you have a second consultation to send to the client, you can click send another consultation, otherwise, click done. Once you click done, you'll be able to see the consultation that was sent to the client and whether they've filled it in or not.

 

 

How to view a submitted consultation

Before viewing a consultation, your client needs to have submitted the consultation. When a client is still in the draft phase of completing their consultation form, you will not be able to view their progress, only onec they submit their consultation will you have access to their responses.

 

1 To view the consultation, head to the customers tab in Timely and search for the client you've sent the consultation to.

 

2 Once you've selected the client, click the documents tab on the client's profile.

 

3 In the documents tab, you'll be able to see all of the sent consultations. If your client has filled in the consultation, you can click view. If the client hasn't yet filled in the consultation, the view button won't be there and instead, it will read: "This hasn't been filled in yet". When your client updates their details in a consultation form, the details get synced and updated in Timely.

 

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