The Client Consultation Form is a powerful tool that allows you to gather valuable client information during their initial account setup. This information can help you tailor programs and services to their needs.
The client consultation form is only available on Paid plans. It is not available on Free or 30-day Trial accounts.
How Is the Consultation Form Delivered to Clients?
If enabled, the client consultation form is a step in the initial setup process when a client first activates their account. This ensures that important details are collected before they start their training with you.
During account setup, clients are presented with a screen to answer the questions in the consultation form:
To disable the consultation form, you can turn it off from the Business-level Automated Messages and Events section on your ABC Trainerize web account.
Client Responses to the Consultation Form
Once completed, you will receive an email to let you know the client has filled out their consultation form. Client responses to the consultation form are stored directly in the client's profile card under the 'Consultation' tab. Here, you can adjust and change client responses as needed.
Editing The Customizable Consultation Form
To edit the consultation form, navigate to the Settings > Automessages and Events section of your web account. You can adjust any of the questions in the consultation form by simply pasting one of the codes in sequence into the textbox.
Check out How Do I Customize the Client Consultation Form? for further details.
Resending the Consultation Form
If needed, you can resend the client consultation form from the Client's profile card on web. This will send the client an in-app message to fill out their consultation form.
To resend the form:
- Open up a client's profile card on your ABC Trainerize web account
- Select the Resend or Airplane icon drop-down in the upper right-hand corner.
- Select Consultation Form.
