Consult: The client experience when sending consultation forms – Timely

By having your clients fill in their consultation form at home, you are able to save valuable time in store and begin an excellent service before they have walked through the door. In this guide you will learn exactly how clients interact with the consultation form you send via Timely.

How do clients interact with consultation forms?

A Once you've sent your client a consultation form, they'll receive a text message with a link that takes them to where they are able to complete this prior to their appointment.

B If the client hasn't logged into Timely with their device before, they'll need to verify it's them by logging in. For the client to be verified, they will be sent a 6 digit code that they can enter. Entering the code will log them in to see their consultation.

C Once in, the client will be able to see the form they need to complete. To fill in the form, they need to click start.

D What your client sees next will depend on the consultation form that you have sent them. If they need to come back to their form at a later time, they can save a draft by heading to the bottom of the form and clicking save draft.

E When a client clicks save draft, you won't be able to see their progress. You can only see what the client has completed in once they click send. To open draft consultations, clients will head to the drafts tab and click continue. Once the consultation form is completed, they will then need to click send.

Important note: If your client isn't able to see their consultation, it's possible they are a duplicate client in your account. If you have multiple clients with the same SMS number we'll use the details that have the most recent booking made. Confirming whether you have duplicate clients before sending consultations is a great idea to ensure a seamless and professional experience. For more information regarding this, see our help guide on Duplicate accounts.

What do my clients see when I send them a consultation form?

Timely tip: you can send yourself test consults in your account, by heading to setup > Consult > library > send yourself a test confirmation > enter your phone number > then click next. This way you can preview what specific consultation forms will appear as when sent to your clients!

From your account dashboard, when in your Consult library, you will see the option to send yourself a test consultation: