We’ve added more options for automatically sending your Timely Consult forms to clients before their appointments!
When you create a rule for automatically sending forms from your Consult library, you’ll now have the option to send the form at the point that they make the booking, with their appointment reminder, or both! Just choose your timing preferences and we’ll take care of the rest. You also have the option to send forms via email, to help clients who don’t like filling out forms on their phone.
With more options to get your forms in front of clients, they’re more likely to fill them in without you needing to follow up. And because you have your client information when you need it, you can feel confident that clients are booked in for the right service.
Here are a few ways you might like to use this update in your business:
Read how to setup automated Consultations here
We constantly improve Timely by releasing new features, squashing bugs and improving performance.