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In this guide, you will learn how to build a consultation form using Timely templates in your Timely account on the web. You can customise these templates to gather the information you need from your clients and create a consultation experience that works for your business.
How to build a consultation form using Timely templates
You can start a form from one of our industry templates. These templates have been created in collaboration with industry experts to help you create a great client experience. To get started:
1 Go to setup, then click library.
2 Click industry and select the template that best matches what you would like your clients to fill out. A preview of the template will appear, so you can see what it looks like.
3 Once you have found a template you like, click use this template.
4 Drag and drop new fields, change the order, or remove fields to customise the template to suit your business. When you’re happy with your template, click save, and your template will be added to your libary.
Timely note: The form elements have been split between two tabs.
- The first tab is standard and includes form elements that can be used to build your form such as date fields, free text questions and multiple choice.
- The second tab in the elements section is client details. This tab includes a list of personal information that a business may wish to gather from a client. When the client answers to these questions, they will be update the corresponding field in the client's Timely profile.