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In this guide you will learn how to create consultation forms personalised to you, enabling you to gather information seamlessly! Consult’s customisable forms helps you streamline your business, protect your brand and deliver an exceptional client experience. It is an easy to use iPad/iPhone app that’s free to everyone, not just Timely customers; you can download Consult for iOS via the app store link here.
For tips to help you build fantastic consultation forms, see our help guide Tips for personalising your consultation from in Consult for ideas.
How to build a custom consultation form in Consult
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To create a template, click the new template button within the Timely Consult library./span
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Selecting new template will open the form builder.
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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.
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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.
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If you want to remove a form element, from your template. Click on the unwanted element, and drag it down to the bin at the bottom of the screen.
Timely note: The form elements have been split between two tabs.
- 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.
- 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.
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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: