STX Cloud: Client Consultation Form

 Client Consultation Form

Businesses can setup questions and checkboxes to appear on a guest facing Client Consultation Form.  Simply navigate to the form on an existing client card or new client card, and have the client complete the form.  Once saved, the staff can view the form entries in the Consultation tab located on the Client Card.


STX-Cloud-Client-Intake-Form-iPad-Web.png

Setup Client Form Questions & Checkboxes

  • Go to Setup> Client Preferences> Form Questions 

  • Click Add to add questions for the client to answer 

    • Questions can be up to 200 characters

    • Answers can be up to 500 characters

  • Select the tab for Form Checkboxes

  • Click Add to add checkboxes for the client to select from  

    • Checkboxes can be up to 100 characters

  • Below enter a message in the Client Save Message field to appear to the client once they have completed the form 

    • Client Save Message example: “Thank you!  Please return the tablet to the front desk station.”

  • Click Save


Client Form for Clients with an Appointment

  • From the device the client will use, navigate to a Client Card from the Appointment Detail or Client Search window

  • Click Go To Client Form

  • Present the client with the form on the device and ask them to complete the form

  • Upon save, the Client Save Message will appear and the completed form information will be updated to the Client Card in the Client Info, Client Profile and Consultation tabs.

  • Click on the Logo to return to the home page


Client Form for New / Walk In Appointments

  • From the device the client will use, go to Clients on the right side menu

  • Click Go To Client Form

  • Present the client with the form on the device and ask them to complete the form

  • Upon save, the Client Save Message will appear and the completed form information will be updated to the Client Card in the Client Info, Client Profile and Consultation tabs.

  • Click on the Logo to return to the home page

STX CloudSTX Software