Open My Forms
In the left-hand menu, click the Consultations icon (the clipboard).
My Forms opens by default. You will see the Search forms bar and the Sort by menu at the top of your list.
Sort your forms
Click the Sort by menu and choose one of three options:
Name (A to Z): alphabetical order. This is the default.
Name (Z to A): reverse alphabetical order.
Last edited: the forms you changed most recently appear at the top.
Name (Z to A) is handy when the form you want starts with a letter near the end of the alphabet, such as Waxing or Tattoo Removal.
Last edited is the quickest way to get back to a form you have just been working on.
Good to know: the list goes back to Name (A to Z) each time you open or refresh the page.
Search for a form
Click into the Search forms bar.
Start typing any part of the form name. The list filters instantly as you type.
To clear your search and see all your forms again, click the x at the right of the search bar.
Tips
Search is not case sensitive, so "aftercare" finds "Waxing Aftercare".
You can search for any word in the name, not just the first one. Try a treatment ("laser"), or a type of form ("consent", "aftercare").
Search and sort work together. For example, search "consent" then choose Last edited to see your most recently updated consent forms first.
If nothing matches, you will see a message saying no forms match your search. Check the spelling or try a shorter word.
Note: search and sort apply to the My Forms list. The Templates list is not affected.