Slick Consultation Forms - Building a Form

Hi there Serena.

Here I just wanted to show you how you can set up your consultation forms so you can find them in staff and business settings.

Go to forms and here are any forms that you might have created before.

If you wanted to start, you can click on get started or new form and either start from scratch or use one of our lovely templates.

I'd recommend starting from a template.

You can always change the name later.

let's say I'd like to do one that is specific for browse.

I can just say browse form and change it to an emoji that I like.

And over here I can decide whether the form has a signature or not.

We always recommend keeping it on because if something goes wrong with the service, then you're protected and then I can change my questions here I can change the order, I can edit them, I can edit the options, I can duplicate them if I want to and I can choose whether I want them to be want the answer to be required or optional.

What's lovely about this is that you're also able to see a preview to see how your customer will see the form in the end.

So they'll get an SMS and click on the link and then go through all of your questions and you can get to fill it in till the end and see how it looks like from their perspective.

Over here you got signature you The customer can decide to type to sign or if they'd rather they can just draw a signature here they confirm it's complete and correct submit and that's how it looks like on their end.

So once you're happy with it you can set up your rules and You've got a bunch of options to choose from.

you can send them before the appointment, after the appointment or manually.

Before the appointment is probably the most popular because you want to collect consent before the appointment starts and you could choose after for example for an after care form and And you would choose manual for any form that you want to send manually, from the client profile or from the appointment model.

and this is the difference between manual and automatic.

So before automatic, after automatic and manual.

Now let's say I pick before, I can also choose when exactly I want to send it.

So let's say 48 hours before the appointment and I can also choose whether I wanted to send for all services or selected services.

If you have a lot of treatments, I recommend setting up a few different forms for all of your categories.

now let's say I just want to send this form for all of my browse services.

Right now I only have tinting, that's fine.

And then I can decide whether I want to send it only once per client with an expiry date.

So maybe I decide to do that rather than every time they come in through the browse and give it a six month expiry time.

Or I can decide to send it every equipment.

Once you click on review and Activate you will see the options that you've selected, you'll see the preview again and if you're happy with it, you can click on Activate form.

And what this means is that now every time somebody books a browse appointment they will get your consent form.