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Consult: How to create and update client records

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In this guide you will learn how to create and update your client records. Consult’s customisable forms helps you streamline your business, protect your brand and deliver an exceptional client experience. With Consult, information collected via your consultation forms can be used to create and update client records in Timely, this saves valuable time by eliminating double entry, reducing human error, and ensures your clients details are up to date; especially useful for returning clients who will see their details automatically pre-populate. 

 

 

How do I collect and sync client data via consultation forms? 
 

1 Start by creating a new form or editing an existing form. More information on creating and editing existing forms can be found in our help guide here.

 

2 You will see a list of components in the client details section. Each component will update to its corresponding field in Timely.

 

3 Add the components you require onto the form. You are also able to update the wording and whether it is a required question.

 

4 Click save and the form is now ready for you to use, while collecting client information for their records.

 

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Timely note: For returning clients, their details will be automatically synced from their existing client record in Timely. If your forms are client-facing, we recommend reviewing their details before handing the over Consult to your customer, just in case. 

 

 

How do I make edits to an existing consultation form in Timely?

If you have an existing form in Consult and you would like introduce new fields; and have these sync with your Timely account, you will need to update the consultation form directly. To edit existing consultation forms, you can follow our help guide How to create and edit consultation forms.

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