Feature ideas

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Create a built in Consultation form

50
votes

I would like to see a built-in Consultation form adding to the system. This will allow us to move away from the paper forms we currently use and are prone to errors due to understanding handwriting, missing fields, unticked boxes etc. 

It would be great if the form could be linked to the appointment, so a checkbox could be added which will allow us to confirm the consultation form has been completed correctly and signed by the customer.

Ideally, this form would be linked to the customer account for ease of tracking and data protection (the form would be removed if the customer is removed for compliance)

9 comments

  • Official comment

    Hello All,

    We're super excited to let you know that consultation forms have gone live. Check out our help guides here.

    We're continuing to improve on this new feature, and we're more than happy to hear your suggestion at hello@fresha.com

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  • I agree this would be a great help

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  • we use adobe sign to do the same kind of thing but its not linked to the sydtem so the data still has to be manually added at a later date, would be great if it all could be intergrated, also for skin test forms ect

    Being able to create your own form would be perfect

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  • Creatable forms would be brilliant! Love this idea, would be so helpful.

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  • PLEASE MAKE THIS HIGH PRIORITY! 👍

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  • Yes please this would be an excellent addition to this great system

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  • Yes, this is brilliant

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  • YES!!! With the current COVID situation having the ability to link a screening tool and consultation form is imperative. PLEASE make this one happen asap. Thank you!

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  • i'm desperate for this to happen as i've started to move over to a different booking system just because of this. i don't like the new system but with the current situation i think this is a must. Also one where we can send it to the client to sign before attending the appointment to save time and sanitation reasons due to covid 19. 

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