Consult: Tips for personalising your consultation forms

In this guide you will learn tips for personalising your consultation forms, 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. 

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.