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    Setting Access for Digital Consultation Forms

    How to assign Access to edit and view Digital Consultation Forms

    Step by Step

    Go to Manager > Access


    Choose the Staff Category to set Access for. (Note you will need to assign Access for each Staff Category you have set up)

    Click the Clients dropdown, go to View Completed Consultations. To assign access tick the box

    Click the Manager dropdown to go Consultation Form Settings . Choose if you wish to view and/or edit by ticking the box

    To assign Access on Phorest Go go to Phorst Go dropdown and tick the Consultation Forms box. 

    Click Save at the bottom of the screen

    To use Digital Consultation Forms pins must be enabled. 

     For a step by step guide on how to set up and enable Pins Click Here

    Once you have assigned Access and enabled Pins your Phorest Salon Software must be restarted for all changes to take effect

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