Consultation Settings

Open consultation settings in account settings

Toggle consultation on to make it live and visible to clients, or keep it off for setup mode

Enable or disable the requirement for clients to complete health screens during consultation

If health screening is required, toggle to have clients sign the health screening

Toggle to email a signed PDF of the health screening to the client immediately after completion

Set pricing model as paid and full, EFT, or per session

If using per session pricing, choose to show or hide packages during consultations

Toggle to allow workout generation from the consultation

Set a default workout type and add default instructions for how workouts should be built

Choose exercise source for AI generation: Demotu library only, balanced, or custom exercises only

Toggle auto generate recommendations on or off

Toggle auto generate workouts on or off

Set or customize the default health screening (default is PAR-Q)

Reorder consultation cards by dragging them to different positions

Toggle built-in cards (health screening, movement assessment, AI recommendations) on or off to show or hide them

Click add a card to create a custom section

Title the custom card and add a description

Click add fields to add questions or other information to record during the consultation