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How to set up the different types of question answer on your consultation forms
How to set up the different types of question answer on your consultation forms

Details on how to set up each different type of question you might want on your form

Kate Shove avatar
Written by Kate Shove
Updated over a week ago

When building your new consultation form, click Add question at the bottom and select your answer type.

Text - for when you want a written text answer to a question ie Tell us what you'd like to achieve today

  • Fill in the question box as you want the client to read the question ie Tell us what you'd like to achieve today

  • (Optional) You can fill in more info in the additional text box, maybe giving an example of what answer you'd like. You can make the question mandatory, or set character count restrictions

Date - for when you want a date format answer to a question ie What was the start date of your last period

  • Fill in the question box as you want the client to read the question ie What was the start date of your last period

  • (Optional) You can fill in more info in the additional text box, maybe giving an example of what answer you'd like. You can also make the question mandatory.

Multiple choice - for when you want clients to choose one or more answers from a selection ie What magazines would you like on offer at your appointment

  • Fill in the question box as you want the client to read the question ie What magazines would you like on offer at your appointment

  • (Optional) You can fill in more info in the additional text box, maybe giving an example of what answer you'd like. You can also make the question mandatory.

  • Decide whether you want clients to be able to select more than one answer by ticking the multiselect box.

  • In the choice box below, type out each answer, press Enter, repeat until all choices are listed. You can remove options by clicking the x

Number - for when you want a numeric answer to a question ie How many weeks has it been since you last box dyed your hair

  • Fill in the question box as you want the client to read the question ie How many weeks has it been since you last box dyed your hair

  • (Optional) You can fill in more info in the additional text box, maybe giving an example of what answer you'd like. You can also make the question mandatory, and set a minimum and maximum answer

Checkbox - for when you want your clients to acknowledge something ie Please check the bow below to agree to our terms and conditions

  • Fill in the question box as you want the client to read the question ie Please check the bow below to agree to our terms and conditions

  • (Optional) You can fill in more info in the additional text box, maybe entering further details. You can also make the question mandatory.

Signature - for when you want your clients to sign the form ie Please sign below

  • Fill in the question box as you want the client to read the question ie Please sign below

  • (Optional) You can fill in more info in the additional text box, maybe entering further details. You can also make the question mandatory.

Attachment - for when you want your clients to uploads photos or files for you ie Please attach any inspiration pictures for your service today

  • Fill in the question box as you want the client to read the question ie Please attach any inspiration pictures for your service today

  • (Optional) You can fill in more info in the additional text box, maybe entering further details. You can also make the question mandatory.

Client Details - for when you want to update the client's profile directly with their contact details

  • Fill in the question box as you want the client to read the question ie Please fill in your details below.

  • Tick the boxes you want clients to answer - if selected, clients must fill in all fields to continue if the question is mandatory. The four options for SMS and email are for your clients marketing preferences. When a client fills in this question, it will directly update their client profile and overwrite their previous info.

  • (Optional) You can fill in more info in the additional text box, maybe entering further details. You can also make the question mandatory.

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