When you add a new client to your account the client will automatically receive an email requesting that they fill out the consultation form. We have a pre formatted Client Consultation Form that you are able to utilize "as is" or you can edit with your own specific questions.
To access the Client Consultation and change questions, navigate to Account -> Site Settings -> Consultation Form.
In here, you can adjust the questions as you need to. Make sure to maintain the structure.
Adding a new question to the form with a picklist of selections
Copy and paste the following bit of code, and replace with your own question and picklist selections
[label text='Rate your overall activity level?']
[value text='Moderately Active']
[value text='Very Active']
You can also change/edit an existing question, by editing the text beside label text. If you wish to add another option selection to the picklist, simply add [Value text='New option']
Adding a new question to the form with a text area for client input
Copy and paste the following bit of code, and replace with your question.
[label text='What exercises if any do you currently perform?']
If you need any help, shoot us a note.