Step 1: Click “Setting” .

Step 2: Click on “MANAGE CONSULTANCY” .

Step 3: Click on “NEW” .

Step 4: Enter a “Title” for new consultancy form in the Consultancy Setting. Also the Description and Remark can be filled in here if needed.

Step 5: Click once on the “Form Description” field on the right to edit it.

Step 6: The left side will automatically display the “Description field” in the Field Setting then enter the content in the box.
The right side will then display the format of the Form.

Step 7. Click “Add Field” .

Step 8: A list of the elements and formats entered in the form is displayed here.

Step 9: Long-press and drag “elements” from the left panel into the right panel to add it. In the example diagram, the Radio Button is chosen.

Step 10: Enter information in the “Question” field.

Step 11: Enter the contents in the “Option Title” .

Step 12. [Optional] When clicking on the last input box, a new option input box is automatically created below.
Or click the orange plus button (+) next to the option input box.

Step 13: [Optional] Click on the red close icon “❎” to remove the option.

Step 14: [Optional] Check “Mandatory” if the question is mandatory to the form.

Step 15: In the example image, when clicking on the element on the right to edit again.

Step 16: Click on the red close icon “❎” to remove the element.

Step 17: Click “DRAFT” .

Step 18: Make sure the new consultancy form has been saved.

Step 19: If  decide to activate the form and let the customer fill it in, click  START icon “➦” .
[!] Once a customer starts submitting this form, the form will not be available for editing.

Step 20: Make sure the form has been activated/started.

Last Updated: July 2024