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In this guide you will learn how to share a Consult form with your business. 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.
Important note: This feature is specific to Timely customers, if you'd like to start using Timely for your business, head over to our pricing and plans page to see which plan suits your business.
How to share consultation templates
All consultation templates in your library will be saved to your device. Once you have perfected your consultation templates, you can share these for use by staff across your business. To do this:
Utilising the staff view feature
Timely Customers have access to a really useful staff view feature to ensure you have complete control over what consultations are being performed in your business. It's worth noting, that no other Timely information is accessible from Consult.
If anyone other than the business owner logs in, their access will be restricted to only the templates that have been shared with them. This means you do not need to worry about a member of your staff changing your template or accidentally deleting something important.
If you want to allow another member of staff to create, edit or share a template the business owner will need to login to the device to access the form builder and sharing functionality.