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How do clients complete consultation forms?

When a client books a service online through the Fresha marketplace, your social pages, or a booking link on your website and a consultation form is required, they'll automatically receive a notification asking them whether they'd like to click Continue and fill in the form now or Maybe later to fill it in at a later date. 

NOTE: The Client details section of your consultation forms will be filled in automatically using the personal data that has been saved under the client’s profile.

If they have chosen to fill in the form at a later date, there are a number of ways your client can complete a consultation form:

Client notifications

We’ll send a reminder of any consultation forms that need completing in all client notifications leading up to their appointment. Click here to make sure you have client notifications enabled.

Text message reminder

  1. Click the link in the text message reminder.
  2. Log into or sign up to Fresha.
  3. Follow the steps to complete the consultation form.
  4. Click Complete form.

Email reminder

  1. Click Complete form in the email reminder.
  2. Log into or sign up to Fresha.
  3. Follow the steps to complete the consultation form.
  4. Click Complete form.

Push notification

  1. Tap on the push notification.
  2. Log into or sign up to Fresha.
  3. Follow the steps to complete the consultation form.
  4. Click Complete form.

My consultation forms section

  1. Log into or sign up to Fresha.
  2. Click on and select My consultation forms.
  3. Select the form that needs to be completed. 
  4. Follow the steps to complete the consultation form.
  5. Click Complete form.

My appointments section

  1. Log into or sign up to Fresha. 
  2. Click on and select My appointments.
  3. Click on the appointment where a form needs to be completed.
  4. Follow the steps to complete the consultation form.
  5. Click Complete form.

Once completed, the consultation form will be added to their client profile and available to view under the My consultation forms section.

NOTE: If your client hasn’t completed their consultation form, you can send them a reminder email by clicking on the appointment in your calendar or going to their client profile and selecting Consultation forms.

PRO TIP: Clients can edit a consultation form at any time leading up to their appointment; a signature will be required whenever they make an edit.

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