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Articles in this section
  1. Timely
  2. Timely App Support
  3. Customers & Notes, Client Profiles & Consult App
  4. Consult App and Consultation Forms

Consult App and Consultation Forms

  • How to download the Timely Consult app
  • How to delete your automated consult form rules
  • How to edit your automated Consult form rules
  • How to set up Automated Consult forms
  • Consult: where to find images for your consultation templates
  • Consult: managing your PIN security
  • How to create a restricted staff view in the Consult app
  • How to manually send consultation forms to your clients
  • How to create and edit consultation forms in Consult
  • How to manage automated consult forms in Timely Consult
  • How to build a personalised consultation form in Consult
  • How to create and update client records with Consult
  • Managing Expert and Custom Forms
  • How to Share a Consult Form with your Business (Timely Customers Only)
  • How to upload, view and download documents
  • Consult: guide to using our industry consultation templates
  • Introduction to Timely Consult
  • Consult: The client experience when sending consultation forms
  • How to manage your clients via the iOS app

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