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How to build a personalised consultation form in Consult

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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. 

 

 

Building a template from scratch

Use our beautiful form builder to craft the perfect template for your business! To do this:

 

1 To create a template, click the new template button within the Timely Consult library./span

 

2 Selecting new template will open the form builder.

 

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 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. 

  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 build a form using Timely templates

You can also begin a form from one of our industry templates. These have been built in collaboration with industry experts, to help you create a top tier client experience. You can do this by:

 

1 Clicking on the industry tab and hover over the template you would like to use to reveal the menu.

 

2 Next click the three dots and then click create template based on this. The form will then open in the form builder.

 

3 Drag and drop new questions, change the order, or delete questions to customise the form how you would like. When you are happy with your form, click save.

 

Timely tip: Your form template will now be listed under your custom tab and be available to send to clients. You can build multiple forms from the same industry template. Just go back into the the industry tab and create a new template from the industry template you'd like to use.

 

 

Tips for personalising your consultation from in Consult

Listed below are the types of questions you can ask, to create a personalised form for your business!
 

  • Client Details
    Forms will have a client details block already added to the form. We need to capture your client’s name to correctly save your consultations so this block can’t be deleted. You can edit the client detail block to also capture email, phone and date of birth. If you have syncing back to Timely enabled these details will be updated on your client’s Timely profile, or we will use this information to create a new client profile.
     
  • Yes/No
    Yes/No questions will ask a question and restrict your clients response to Yes or No. You can edit the question being asked, and set if the question is required.
     
  • Multiple Choice
    Multiple choice questions allow you to ask a question with several options for answers. You can set the question and answers, and also define if the question should have a single answer, or if there should be the option to select multiple answers.
     
  • Short Answer
    Short answer questions allows you to ask a question with a single line for a free text answer.
     
  • Long Answer
    If your question requires a larger text response, you can use the long answer question type. This allows will give a free text box that will continue to expand to give clients as much room as they need to give a response.
     
  • Date Picker
    If you need to ask your client about a date, you can use the date picker box. Clicking edit will allow you to set the question and select whether or not the question is required.
     
  • Heading
    Add text to this component to give a section of your form a heading. There will be no response needed from your client.
     
  • Paragraph
    You can use the paragraph component to add in information for your client that doesn’t require any answer, for example terms of service or details of a service to be provided.
     
  • Drawing
    The drawing component allows you to draw over top of an image in your consultation. You can set a standard image into your consultation template, or you can add an image during the consultation specific to your client. You can choose to upload an image from your device, use our document scanner, or even take a photo. This is really helpful when completing consultations where you want to show your client what products or services will be used on what parts of their body.
     
  • Signature
    Some consultation forms require your client’s signature. You can add a signature field that will allow your client to sign directly into consult using your devices touch screen. You can also add custom copy to your signature field. If you’re adding a legal disclaimer or terms and conditions please make sure that you seek your own legal advice.

 

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