Digital consultation forms that collect the right information before the client arrives.

Send the right consultation automatically when a service is booked. Clients can complete and sign it online, while your team receives a clear record to review before treatment begins.

Tailored demonstration • UK-based onboarding • Support after launch

Salon Manager consultation form builder showing service-specific form settings
Build and automate forms around each service.

Digital consultation forms

Build the Right Consultation for Every Service

Create service-specific forms for clients and team members, send them before the visit or complete them in the salon, and keep the signed result in the CRM.

Custom In-salon Forms

Create your own consultation, consent and skin-test forms for clients to complete during their visit.

Automatic Email or SMS Forms

Send the correct form to the client automatically before their booking without manual chasing.

Questions for the Client

Choose the medical, preference, consent and preparation questions the client needs to answer.

Questions for the Team Member

Add professional checks and treatment questions for the team member to complete.

Client Sign-off

Record when the client has reviewed and signed the consultation.

Team Member Sign-off

Track the professional sign-off required from the person delivering the service.

Complete Anywhere

Allow forms to be completed on a phone, tablet or computer before the visit or in the salon.

Stored in the Client CRM

Keep each completed and signed form securely connected to the correct client record.

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Questions buyers ask

Straight answers about digital consultation forms

Can different services use different consultation forms?
Yes. You can create service-specific questions, declarations and preparation guidance, then associate the appropriate form with the relevant booking workflow.
Can forms be sent automatically before an appointment?
Yes. The relevant booking can trigger one or more required forms so clients can complete them before they arrive.
Can clients sign consultation forms online?
Yes. Clients can complete and sign supported forms using a phone, tablet, laptop or desktop.
Where are completed forms stored?
Completed answers, signatures, status and form history remain connected with the appropriate client record for authorised users.
Does software replace professional judgement or legal advice?
No. The salon remains responsible for the questions it asks, the lawful handling of data, professional review and any service-specific or insurance requirements.

Be prepared before the client arrives

Be ready before the appointment begins.

Send the right form before an appointment, track completion and keep a useful history with the client record.

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Friendly, clear and without pressure


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