No limit on the forms you need
Create Forms Around the Way You Work
Build unlimited consultation, consent, medical history, preparation and treatment forms around your own services and standards.
Connected Digital Consultation Forms
Create service-specific consultation, consent and treatment forms. Send the right form automatically after booking. Completed answers and signatures return to the client record in Salon Manager CRM.
Direct answer
Digital salon consultation forms collect the questions, declarations and signatures required before a service. Clients complete them online rather than on loose paper at reception.
Salon Manager links each form to a service and client record. A booking can trigger the correct form. The completed record then returns to Salon Manager CRM for review.
Entity relationship: Salon Manager is the salon management platform. Salon Software Solutions Limited is the UK provider. Completed forms are stored with the connected Salon Manager CRM record.
Product information reviewed by the Salon Manager team on 27 July 2026. Company number 08930241. Verify the company record.
Preparation that starts before the client arrives
Salon Manager connects each form directly to the relevant service. Once the appointment is booked, the client receives the right form. They complete it online before the visit. The finished record returns to their client profile.
Everything needed for a prepared appointment
Shape each form around the questions, declarations, signatures and professional checks that matter for the treatment being delivered.
No limit on the forms you need
Build unlimited consultation, consent, medical history, preparation and treatment forms around your own services and standards.
The right questions for the right service
Link each form to the relevant service. Every client then receives questions suited to that appointment.
No manual chasing
When an assigned service is booked, Salon Manager emails the required form automatically. The consultation can begin before the visit.
Simple on any screen
Clients can review, complete and return the form before their appointment using a phone, tablet, laptop or desktop computer.
More than one form when the service needs it
Attach multiple forms to one service when consultation, consent, medical history or preparation information needs to be collected separately.
Returned to the right client record
Completed forms are attached automatically to the client record, keeping answers, signatures and consultation history easy to review.
From appointment trigger to completed record
The appointment triggers the form. The client completes it online. Salon Manager returns the finished record to the right client profile.
Step 1
Create the questions, declarations, guidance and signature requirements appropriate to the service.
Step 2
Link one or more forms to the service or treatment that requires them.
Step 3
Once the appointment is made, Salon Manager automatically sends the required form email.
Step 4
The client completes the form online and adds their signature wherever it is required.
Step 5
Your team is notified and the completed consultation is saved against the correct client record.
A practical buying test
Use one realistic appointment to test the full information journey. Count every reminder, manual handoff and separate place the team must search.
Step 1
Use a service that needs consultation, consent, preparation and a signature.
Step 2
Confirm the appointment triggers the correct form without manual intervention.
Step 3
Check that questions, declarations and signature fields remain clear on a small screen.
Step 4
Confirm the team can review answers, complete staff checks and add sign-off.
Step 5
Open the client profile and confirm the completed form is stored in context.
A strong result needs no paper copy, copied attachment or separate filing step. The team should move from booking to review without reconstructing the client story.
Clear acknowledgement from client and professional
Add client signatures, staff-only questions and professional sign-off where needed. Store the completed consultation as one joined-up client record.
Consultation history in the right place
Once completed, the form is attached to the client record in Salon Manager CRM. The team can confirm its return and review the answers. It appears beside the client’s appointment and treatment history.
Flexible enough for every consultation standard
Create forms around different treatments, contraindications, consent requirements, preparation needs and professional checks.
Use colour, allergy, patch test and treatment consultation forms tailored to the services being booked.
Create consent, medical history, suitability, preparation and aftercare forms.
Collect the detailed consultation, treatment and contraindication information each service requires.
Support structured client consultations with professional, staff or student sign-off where required.
Good forms need good information governance
The software can collect, route and store information. Each business still decides what to ask and why it is needed. It also controls access and retention.
ICO guidance says personal data should be adequate, relevant and limited to what is necessary.
Medical history and health information can be special category data with extra protection under UK data law.
ICO guidance requires appropriate security measures for the personal information a business processes.
ICO guidance says personal data should not be kept longer than the purpose requires.
About electronic signatures: The Law Commission has confirmed that electronic signatures can be valid in many UK situations. The required wording and process still depend on the document and circumstances.
Salon Manager provides form and signature tools. It does not decide your lawful basis, clinical process, insurance requirements or retention periods. Obtain appropriate professional advice for your business.
Clear answers about digital consultations
Practical answers about creating, assigning, completing, signing and storing consultation forms.
Better prepared appointments from the start
See how custom forms simplify the consultation journey. Connect service assignment, online completion, signatures, professional sign-off and CRM storage.
