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Consult: How to build a custom consultation form

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In this guide you will learn how to create and edit consultation forms in Consult. Consult’s customisable forms help you gather information from your clients, streamline your business and create a great client experience.

Consult is an easy-to-use iPad/iPhone app that is free for everyone, not just Timely customers. You can download Consult for iOS via the App Store here. 

For tips to help you build fantastic consultation forms, see our help guide Tips for personalising your consultation from in Consult for ideas.

 

 

What is the Consult library?

The Consult library houses all your custom consultation templates, in addition to being the go to place for adding new templates that you build from scratch; or where you can view a range of templates built by Timely in collaboration with industry professionals. 

 

1 All your consultation templates live in the Consult form library. To get to the form library, head to the setup menu, and click library under Consult.

 

2 Any forms that you have built or edited will be listed under the custom tab, and all of our templates that you can use to get you started as listed under the industry tab.

 

 

How to build a custom consultation form in Consult

1 To create a template, click the create form button within the Timely Consult library.

 

3 Select a name for the template by clicking form name and typing in the name. We'll automatically save your progress any time you click on something.

 

4 You can drag and drop the elements into the order you want them to appear to your client. To do this, click onto the form element and drag it to the position you'd like.

 

5 If you want to remove a form element, from your template. Click on the pencil, and choose delete to bin delete the element.

 

Timely note: The form elements have been split between two tabs. 

  1. The first tab is standard and includes form elements that can be used to build your form such as date fields, free text questions and multiple choice.
     
  2. The second tab in the elements section is client details. This tab includes a list of personal information that a business may wish to gather from a client. When the client answers to these questions, they will be update the corresponding field in the client's Timely profile.

 

6 Once you've finished your template, click save. Clicking save will include that template into the custom form library tab and will now be ready to send from within Timely or to use on an iPhone or iPad.

 

 

 

Timely tips:
  • For each of the elements is a pen icon that brings up different settings depending on the form element. For example, you can include a photo if using the photo form element. 
     
  • You're also able to make the form element required. If this is on, the client will need to fill in that field to save and complete their form.
 


How to edit or delete existing templates in Consult

1 To edit or delete a template in your form library, click the three dots next to the template that you want to delete > and click edit or delete.

 

Timely notes: 

  • If you click edit your template will be opened in the form builder
  • You can only delete templates that you have personally made
  • Industry templates cannot be deleted

 

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