Streamline Your Business with Timely Consult Forms

Table of Contents

1. Introduction
2. What is Timely Consult?
3. Benefits of Using Timely Consult
   • Convenience for Android Users
   • Customizable Consultation Forms
   • Industry Templates for Quick Setup
4. How to Create and Edit Consultation Forms
   • Using the Setup Page in Timely
   • Exploring the Template Library
   • Customizing and Saving Forms
5. Sending Consultations to Clients
   • Text or Email Options
   • Selecting the Form to Send
6. Tips for Turning Paper Forms into Consult Forms
   • Cutting Down Length for Client Engagement
   • Utilizing the Drawing Question Feature
   • Incorporating Multi-Choice Questions
7. Importance of Regularly Evaluating Forms
8. Conclusion

Exploring the New Feature: Timely Consult

Timely Consult is a brand new feature recently introduced to Timely accounts. This feature allows users to build consultations within their Timely account and send them to clients prior to their appointments. It offers convenience and flexibility for Android users, as they can easily create and customize their own consultation forms. In this article, we will explore the benefits of Timely Consult, learn how to create and edit consultation forms, understand the process of sending consultations to clients, and provide tips for turning paper forms into consult forms. So let's dive in and discover the exciting possibilities of Timely Consult!

What is Timely Consult?

Timely Consult is a revolutionary feature that empowers businesses to create and send consultation forms to clients before their appointments. Whether You are a salon, spa, or any other service-Based business, Timely Consult allows you to Gather important information from clients in advance, ensuring a smooth and personalized experience. With Timely Consult, you can easily create customized forms or choose from a variety of industry templates to streamline the process.

Benefits of Using Timely Consult

Convenience for Android Users

One of the major benefits of Timely Consult is its compatibility with Android devices. Android users no longer face limitations and can now create their own consultation forms directly within their Timely account. This means you have complete control over the content and design of your forms, offering a seamless experience to your clients.

Customizable Consultation Forms

Timely Consult provides the flexibility to customize your consultation forms according to your business requirements. You can choose from a wide range of question types, including checkboxes, quick responses, dropdown menus, image uploads, and more. Whether you want to gather specific information or create a comprehensive questionnaire, the customization options are limitless.

Industry Templates for Quick Setup

For those who need a helping HAND, Timely Consult offers industry-specific templates to kickstart the form creation process. These templates are carefully designed and include industry-standard questions, saving you valuable time and ensuring you cover all the necessary areas. Whether you are a consultation master or just getting started, these templates provide a solid foundation to create your own personalized forms.

How to Create and Edit Consultation Forms

To create and edit consultation forms in Timely, follow these simple steps:

1. Access your Timely account and navigate to the Setup page.
2. Click on the Consult tab and select Library.
3. Explore the Template Library, which includes expert-made templates for various industries.
4. Choose a template to customize or create your own from scratch.
5. Drag and drop question types to add them to your form.
6. Rearrange questions to prioritize their order.
7. Edit existing questions or add new ones to tailor the form to your needs.
8. Save the form and it will appear in your custom templates.

Sending Consultations to Clients

With Timely Consult, sending consultations to clients is quick and effortless. Here's how you can do it:

1. Go to the Calendar and search for your client's name.
2. Click on their appointment and choose the option to send a consultation.
3. Select whether you want to send the consultation via text or email.
4. Choose the desired form from the drop-down menu.
5. Click send and the consultation will be delivered to your client's device.

Tips for Turning Paper Forms into Consult Forms

If you're transitioning from paper forms to Timely Consult, consider the following tips:

1. Cut down the length: Clients are more likely to fill out a consultation form quickly if it's concise and to the point. Identify essential questions and remove any unnecessary ones to enhance client engagement.

2. Utilize the drawing question feature: Take AdVantage of the drawing question Type, which allows clients to draw on images. This can be useful for indicating treatment areas or specific body parts, providing clearer communication.

3. Incorporate multi-choice questions: Use tick boxes or multiple-choice options whenever possible to make it easier for clients to provide accurate information. This enhances completion rates and ensures all necessary details are captured.

Importance of Regularly Evaluating Forms

Lastly, remember to regularly review and evaluate your consultation forms. Clients' needs and expectations may change over time, and it's important to adapt your forms accordingly. Keep an eye out for any questions that may no longer be Relevant or additional information that may be useful to gather.

Conclusion

Timely Consult is a game-changer for businesses in the service industry. It streamlines the process of collecting vital information from clients before their appointments, allowing for a more personalized and efficient experience. By utilizing the customization options, industry templates, and convenient sending process, businesses can enhance client engagement and satisfaction. So why wait? Get started with Timely Consult today and revolutionize your consultation process.

Highlights

• Timely Consult is a new feature that allows businesses to create and send consultation forms to clients before their appointments.
• Android users can now easily create and customize their own consultation forms within their Timely accounts.
• Timely Consult offers industry-specific templates for quick setup, saving businesses valuable time.
• The customization options for consultation forms are extensive, including a variety of question types and the ability to add images.
• Sending consultations to clients is seamless, with options for text or email delivery.
• Tips for turning paper forms into consult forms include cutting down the length, utilizing the drawing question feature, and incorporating multi-choice questions.
• Regularly evaluating and updating consultation forms ensures they remain relevant and effective.

FAQ

Q: Can I use Timely Consult on any device? A: Yes, Timely Consult can be used on any device, including Android phones and computers.

Q: Can I customize my consultation forms according to my business needs? A: Absolutely! Timely Consult offers a wide range of customization options, allowing you to create personalized forms.

Q: How can I ensure that clients fill out the forms accurately and completely? A: By using multi-choice questions and concise forms, you can encourage clients to provide accurate and complete information.

Q: Can I add images or drawings to my consultation forms? A: Yes, Timely Consult provides a drawing question feature that allows clients to draw on images. This can be useful for indicating specific areas or illustrating treatment preferences.

Q: Is it necessary to regularly review and update my consultation forms? A: Yes, regular evaluation of your forms ensures that they remain relevant and effective, capturing all the necessary information from clients.

Q: Can I use Timely Consult for any type of service-based business? A: Absolutely! Timely Consult is designed to cater to various industries, including salons, spas, and other service-based businesses.