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