How do I send a Client Consultation Form to a Client?
This feature will be available in the Inspire by STX v2.9 release due January 2023.
Automatically Send via Notification or Reminder
- Go to Setup > Setup Notifications & Reminders
- Select the Notification or Reminder tab
- Insert the {{ClientForm}} merge field into the Email Template or Text Template
- Note: Add additional context around the {{ClientForm}} merge field.
- Click Save
Manually Send via Reminder
- Pre Requisite: The {{ClientForm}} merge field must be included in the corresponding email or text reminder template. See above steps for adding the Client Form to the Reminder Templates.
- Go to the Appointment page
- Click on the Appointment
- Click Send Reminder Text or Send Reminder Email
Manually Send via URL Link
- Go to Client Card
- Click Go To Client Form > in the upper right
- Highlight the link to copy/paste
- Paste the link in your preferred media such as email or text
Related Articles
How do I use the client consultation form?
Businesses can setup questions and checkboxes to appear on a guest facing Client Consultation Form. Simply navigate to the form on an existing client card or new client card, and have the client complete the form. Once saved, the staff can view the ...How do I send a client form?
To send a Client Form, follow these steps: Go to the Client Card Click Send Client Form Select to send as a Text or Email If a client only has an email or only has a mobile phone, it will bypass asking to send a text or email and display a ...Client Consultation Form
Businesses can setup questions and checkboxes to appear on a guest facing Client Consultation Form. Simply navigate to the form on an existing client card or new client card, and have the client complete the form. Once saved, the staff can view the ...Are my client form answers logged anywhere?
This feature is only available for client forms completed after July 29th, 2024. When a client completes the client form, their responses to questions, checkboxes and/or terms and conditions will be logged on the Client Card > Communications tab. The ...Setup Client Preferences
Setup Client Card Preferences In summary, the Client Preferences are where the business can define lists related to the client details, visits and relationship to the business. Client Fields Quick Add Required Fields: Check this box to allow users to ...