No form limits
Create unlimited custom forms
Build different consultation, consent, medical history or treatment forms around the needs of your business.
Digital Consultation Forms
Build unlimited custom consultation forms, assign them to services and automatically send them to clients before their appointment. Completed forms are stored directly against the client record in Salon Manager CRM.
Built around the appointment workflow
Salon Manager connects consultation forms directly to the services you provide. When a client books an assigned service, the correct form is sent automatically, completed online and stored securely against the client record.
Core consultation form tools
Create exactly the forms your business needs and connect them to the appointment journey.
No form limits
Build different consultation, consent, medical history or treatment forms around the needs of your business.
Service-based automation
Link each form to the relevant service so the correct information is requested for the correct appointment.
Automatic client email
When a client books an assigned service, Salon Manager automatically emails the form for completion.
Easy for clients
Clients can complete the form before their visit using a phone, tablet, laptop or desktop computer.
Flexible form sets
Assign more than one form where a service needs separate consultation, consent or preparation information.
Stored automatically
Completed forms are attached to the client record card, keeping consultation history easy to review.
A fully connected workflow
The form process is triggered by the appointment, completed by the client and stored automatically in Salon Manager.
Step 1
Build the questions, declarations and signature requirements you need.
Step 2
Link one or more forms to the relevant service or treatment.
Step 3
The appointment automatically triggers the required form email.
Step 4
The client completes the form online and adds a signature where required.
Step 5
Your team is notified and the completed form is saved to the client record.
Client and staff sign-off
Forms can include client signatures and additional questions for the staff member to review, confirm and sign before the final version is stored against the client record.
Connected to the client record
Once completed, the consultation form is attached to the client record card in Salon Manager CRM. Your team can see that the form has been completed, review the answers and access the stored record alongside the client’s appointment and treatment history.
Flexible for different services
Custom forms can be adapted for different treatments, risks, consent requirements and professional checks.
Use colour, allergy, patch-test and treatment consultation forms.
Create consent, medical history, suitability and aftercare forms.
Collect detailed consultation, treatment and contraindication information.
Support structured client consultation and staff or student sign-off.
Consultation form questions
Clear answers about creating, sending, signing and storing consultation forms in Salon Manager.
A better consultation process
Book a free demonstration to explore custom forms, automatic service assignment, online completion, signatures, staff sign-off and CRM storage.
