Frively

See all your clients answered, or unanswered consultation forms in one place

How to see the responses to your consultation forms

Add a specific form to a client from their profile to fill it in or send it to them as a one-off

How to add a consultation form to a client's profile manually

See your client's completed and required consultations

How to view a client's consultations

Print out your client's completed consultation forms

How to print a client's consultation

Send your client a link manually to fill in their consultation via text or email

How to send a one-off consultation form

Configure your forms to send via text or email, before or after an appointment, and the content of these messages

How to set up consultations automatically sending

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

How to trigger your consultations automatically

Configuring the expiry settings so your forms behave as you want them to

How to set up consultation form expirations

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

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

Use one of our selection of templates and use them as is, or edit to fit your requirements

How to create a consultation from a template

Creating a new consultation from a blank template with custom questions and settings

How to create a new consultation

Kate Shove

Consultations

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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