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    How do I build and publish a Digital Consultation Form

    Follow step by step instructions below or view this video!

    To build & publish Digital Consultation Forms

    Go to Manager > Consultation Forms


    To create a new form click New Form



    To build new form click Custom Form



    Now give the Custom Form a Title




    Give the form a Description



    Choose which services this form applies to



    Now choose how often it will need to be updated


    The Disclaimer and Privacy Policy are mandatory and make the form GDPR compliant 




    Click Add Question for a list of predifined questions





       Click Contact Details to view a list of options. Select which fields you wish to add then click Add To Form



    Next (if required) add Medical Conditions. Select all or individual fields as requiredThen Click Add To Form



    The last predined question is Marketing. Here is a marketing field with the option to opt in or out to sms & email. Click Add To Form 



    To add a custom click General Question



    Add the Question you wish to ask and choose the Answer type from the dropdown



    Add an additional question by hovering the curser between two existing questions



    Add a Heading or Text Block for additional information


    Move, Edit or Remove general questions or required fields by clicking on the 3 dots



    Once completed click Save in to top right hand corner of the screen



    This will save the form in Draft format 



    Hover on the curser on the 3 dots for the Publish option


    There is an option to Publish Now or Keep As Draft



    Once Published the form will appear in Blue and is ready to use


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