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.
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
- Click the link in the text message reminder.
- Log into or sign up to Fresha.
- Follow the steps to complete the consultation form.
- Click Complete form.
Email reminder
- Click Complete form in the email reminder.
- Log into or sign up to Fresha.
- Follow the steps to complete the consultation form.
- Click Complete form.
Push notification
- Tap on the push notification.
- Log into or sign up to Fresha.
- Follow the steps to complete the consultation form.
- Click Complete form.
My consultation forms section
- Log into or sign up to Fresha.
- Click on and select My consultation forms.
- Select the form that needs to be completed.
- Follow the steps to complete the consultation form.
- Click Complete form.
My appointments section
- Log into or sign up to Fresha.
- Click on and select My appointments.
- Click on the appointment where a form needs to be completed.
- Follow the steps to complete the consultation form.
- 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.