Consultation forms
Consent and medical history forms — building them, getting them signed, and how long they're kept.
5 articles
- Consultation forms: how they work 📋Consent, medical history and patch test forms — how you build them, how they reach your customers, where the completed ones end up, and who on your team can see…
- Building a consultation form 🧱Creating a form in the Hub — sections, every question type, signatures, publishing, and what versions mean for forms customers have already completed.
- Getting a consultation form to your customer 📨Assigning forms to services so bookings issue them automatically, sending one by hand, and filling one in with a customer who turned up without doing it.
- What your customer sees when they fill in a form 👀The consultation form from the customer's side — the link, the identity check, filling it in and signing — so you can answer their questions when they ring.
- Completed consultation forms: reading, signing off and keeping them 🗂️Where completed forms live, countersigning, exporting a PDF, voiding one that's wrong, and setting how long forms are kept before they're deleted.