Assign an In-App Consultation to a Service

Login to your Online Portal 

• Click Services in the side menu 
• In the Service List, click on the Service you wish to assign an In-App Consultation to

• Go to the In-App Consultation Tab
• Select a radio button to define if the In-App Consultation is Required or Optional
  • If Required, Clients will have to submit an In-App Consultation before they can book this service
  • If Optional, Clients will have the option to submit an In-App Consultation before they book this service, but they will still be able to Skip the In-App Consultation and book.

• Once you select Required or Optional, the In-App Consultation Details section will appear
• Enter your Consultation Message
  • The message clients will see when it is Suggested or Required for them to submit an In-App Consultation)
• Enter how long the Approved In-App Consultation is valid for
  • This is how long a client will have to book this service after their consultation is approved) 
  • Example: If this is set to 3 months, once 3 months has passed and the client has not booked, they will be required to submit another In-App Consultation
• Enter the amount of Consultation Photos that are required from the client 
• Assign which Staff members can approve, reject or edit an in-app consultation.
  • Consultations will be randomly assigned to assigned staff members. 

• Click Update