Go to the Client Cases
Choose and 👇 click on the Client case you are working with
Click the 3 dots in the top right-hand corner
Select 👇 ‘Start new consultation'
6. Choose your template
7. Ensure you select the correct case this should be saved to, it will default to the first case created for this client NOT the one you are on
8. You have started a new consultation! 🎉