How to manage automated consult forms in Timely Consult – Timely

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In this guide you will learn how to best manage your automated consult forms in Timely’s in-house consultation app ‘Consult’, with links to resources to support you in setting up, editing, and deleting Consult forms. For more information on frequently asked questions, see our help guide here!

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.

Considerations before setting up automated consultations & rules

1 Review your online booking settings for email and mobile numbers: Clients need to have an SMS number saved to their profile to be able to login and complete a form. They will also need to save their email if you want to use email consultation forms.

2 To make sure every client can complete their forms, head to setup > online booking and tick the box next to the customer must enter an email address and mobile number.

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3 Review SMS time restrictions: To give your form the best chance of being completed, you may want to prevent client messages from being sent out overnight. You can restrict the time your client messages are sent under set up SMS settings.

Now you’re ready with the right knowledge to begin setting up your automated Consult forms, edit existing consultation form rules, and delete automated Consult form rules if you wish. You can see useful help guides below for more information:

Considerations before setting up automated consultations & rules

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