Customer

How to create a consultancy form?

1. Click on Setting

2. Click on MANAGE CONSULTANCY

3. Click on NEW

4. Enter a title for the current form

5. Click on the Form Description field to edit it

6. You can edit the text here

7. Click on Add Field

8. This is a list of dynamic fields available for the form

9. Choose the field you want and drag it into the form to create it

10. Click on the field to edit its properties and options text

11. Here you can change the text for the field and properties

12. [Optional] You can tick the Mandatory checkbox if filling this field is a must

13. Click on DRAFT

14. Make sure the form has been saved

15. If you decided to activate the form and let the customer fill it in, click on START

[!] Once a customer starts submitting this form, the form will not be available for editing

16. Make sure the form has been activated/started

Last Update: Aug 2023

Still need help? Don't worry, we're here to help

Still need help?
Don't worry, we're here to help

English
WESS