Skip to content
Send pre-consult questionnaires to jewellery clients before consult

Send pre-consult questionnaires to jewellery clients before consult

Your consultation bookings arrive without prep details, causing longer in-store sessions and missed upsell chances. Clients get a short questionnaire and staff see CRM-linked notes so consultations are ready before the appointment.

Send pre-consult questionnaires to jewellery clients before consult

Workflow preview:

Zap details:

Send pre-consult questionnaires to jewellery clients before consult