Login to your Online Portal
- Click Services in the side menu
- Click on the Service you wish to assign an In-App Consultation to
- Click the In-App Consultation Tab
- Select a radio button to define if the In-App Consultation is Required or Optional
- Required: Clients will have to submit an In-App Consultation before they can book this service
- 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 to save the In-App Consultation for this service.
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