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How to trigger your consultations automatically
How to trigger your consultations automatically

Choose which services and which types of clients trigger a consultation to go onto a client's profile

Kate Shove avatar
Written by Kate Shove
Updated over a year ago
  1. Go to Consultations on the left -> Click the form you want to edit

  2. Click Edit form top right

  3. If you want all services to trigger the form, swap None on the right for All services

  4. If you only want certain services, swap to Specific services.

  5. Click Change -> Select either the specific services, or whole categories you want to trigger the form.

  6. Choose whether you want this to be for all clients, or only clients having their first visit to you -> Save

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