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How do I complete a consultation form on behalf of the client?

If for any reason the client has been unable to complete a consultation form before their appointment takes place, you can fill in the details on their behalf or ask them to complete the form using your device once they arrive at the location.

There are a number of different ways you can complete a consultation form on behalf of a client:

Calendar

  1. Go to your Calendar calendar.png and click on the appointment the consultation form applies to.
  2. Click on three_dots_down.png next to the form that needs to be completed and select Complete the form. 
  3. Fill in the relevant details and click Complete form.

Client profile

  1. Go to Clients clients.png and use the search bar to locate the relevant client profile.
  2. Click on the client and select Consultation forms.
  3. Click on three_dots_down.png next to the form that needs to be completed and select Complete the form. 
  4. Fill in the relevant details and click Complete form.

Consultation forms

  1. Go to Consultation forms Screenshot_2020-11-17_at_14.49.34.png and select Consultation forms.
  2. Under Manage forms, click on the form the client needs to complete.
  3. Click on three_dots_across.png next to the form that needs to be completed and select Complete the form. 
  4. Fill in the relevant details and click Complete form.

Click here for more information on how to view your completed consultation forms and how to print them out.

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