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 required. Then 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