Skip to main content
All CollectionsConsultations
How to view a client's consultations
How to view a client's consultations

See your client's completed and required consultations

Kate Shove avatar
Written by Kate Shove
Updated over a week ago
  1. Go to Clients on the right hand side -> Search for and select your client

  2. Click Consultations

  3. You can see the list of consultations assigned to your client - green forms are completed, blue forms are draft.

  4. If you click on the form, you can see and print their answers (if green) or fill in the form or send via SMS or email (if blue)

  5. You can also see client's forms in the right hand panel by clicking on one of their bookings in the column. A tick is a filled in form, a cross is an incomplete form.

Did this answer your question?