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In this guide you will learn how to edit automated Consult forms in Timely’s in-house consultation app ‘Consult’. More than client consultations, Consult’s customisable forms will help you streamline your business, protect your brand, and create an exceptional client experience.
Important note: please see our pricing and plans page to confirm if this feature is available within your subscription. Should you wish to upgrade, you can do so via this link. Otherwise, please contact one of our friendly Support team for further information.
Step-by-step instructions
1 Your consultation forms may be sent automatically by Timely, but there may be times when you want to change how they’re sent or which services they’re attached to. To update this, go to setup, click on automation rules, find the rule you want to edit, and then click edit to make your changes.
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From there, make any necessary changes—such as adding additional services or adjusting when the form is sent.
3 Once you've made your changes, simply click save and all future automated consult forms for these services will be sent.