Follow step by step instructions below or view this video!
To build & publish Digital Consultation Forms
Go to Manager > Consultation Forms
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To create a new form click New Form
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To build new form click Custom Form
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Now give the Custom Form a Title
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Give the form a Description
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Choose which services this form applies to
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Now choose how often it will need to be updated
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The Disclaimer and Privacy Policy are mandatory and make the form GDPR compliant
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Click Add Question for a list of predifined questions
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Click Contact Details to view a list of options. Select which fields you wish to add then click Add To Form
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Next (if required) add Medical Conditions. Select all or individual fields as required. Then Click Add To Form
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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
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To add a custom click General Question
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Add the Question you wish to ask and choose the Answer type from the dropdown
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Add an additional question by hovering the curser between two existing questions
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Add a Heading or Text Block for additional information
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Move, Edit or Remove general questions or required fields by clicking on the 3 dots
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Once completed click Save in to top right hand corner of the screen
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This will save the form in Draft format
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Hover on the curser on the 3 dots for the Publish option
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There is an option to Publish Now or Keep As Draft
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Once Published the form will appear in Blue and is ready to use
