From first request to useful conversation: the Consultation workflow

A visitor who wants to talk with your team needs a clear way to make that request. The Consultation plugin provides a public request path and an administrative workspace for reviewing the conversation that follows.

A request with useful context
People can submit a consultation request and share availability preferences. Staff can review the request, manage available time slots, and follow up from a protected area. This gives both sides a clearer starting point than an open-ended contact message alone.

A manageable follow-up process
The workflow supports request review and status updates. When configured, limited email notifications can help staff notice new requests or changes. Consultation is designed to support a human conversation; submitting a form does not automatically confirm an appointment or guarantee that a service is available.

Availability, response expectations, and any email setup should be reviewed for the particular site. External calendar connections are not implied by an availability preference form.

A good consultation process helps a visitor explain what they need and helps the team decide on the right next step. Explore the Consultation page and consider what information your team needs before a first conversation.