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

Digital consultation forms help salons and clinics collect the right information earlier, more consistently and with less paper administration. Service-specific questions, declarations, preparation guidance and signatures can be sent before the appointment, then retained with the correct client record for authorised review.

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.

The practical and compliance benefit

Collect the right information before treatment and keep a clearer record afterwards

Forms are not just a replacement for paper. Done well, they save appointment time, improve consistency, make important information easier to review and support the salon or clinic’s own consultation, consent and record-keeping processes.

Save appointment time

Send forms before the visit so clients can complete routine questions and declarations before they arrive.

Improve consistency

Use service-specific forms so the same required questions and declarations are presented for the relevant treatment workflow.

Reduce transcription mistakes

Client-entered information and digital signatures stay with the completed form instead of being copied from paper into another system.

Make records easier to find

Completed answers, signatures, status and history remain connected to the appropriate client record for authorised users.

Support compliance processes

Structured forms and retained records can support the business’s consultation, consent, insurance and data-handling procedures.

Keep professional control

The software supports the process but does not replace professional judgement, legal advice or the salon or clinic’s responsibility for appropriate questions and review.

Digital consultation forms

What can Salon Manager consultation forms do?

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 client CRM.

Custom in-salon forms

Create consultation, digital consent and patch-test forms around your services and professional process.

Automatic email & SMS forms

Send the correct form automatically before the booking, reducing manual chasing at reception.

Questions for the client

Choose the medical, preference, consent and preparation questions clients need to answer.

Questions for the team member

Add the professional checks and treatment questions the practitioner needs to complete.

Client and team sign-off

Record client agreement and 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 salon CRM

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

A clear form history

Retain answers, signatures, completion status and history for authorised users to review.

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At a glance

How do digital salon consultation forms fit into the client journey?

Paperless consultation forms can be linked to the relevant service and sent before the appointment. Clients complete the required questions and signatures on a phone, tablet or computer; authorised team members can review the result and complete professional checks. The final form history stays with the client record instead of being separated from bookings and treatment information.

Consultation form workflow
Stage What happens Connected record
Before the visit The correct form is sent automatically for the booked service. Appointment and client
During consultation The client answers and signs; the practitioner completes professional checks. Consultation form
After completion Answers, signatures, status and history remain available to authorised users. Salon CRM record

How it works

How do digital consultation forms work in Salon Manager?

Create the right form once, connect it to the relevant service and keep each completed record with the client.

1

Build the service-specific form

Choose the client questions, professional checks, declarations and signatures required.

2

Send or complete the form

Trigger the correct form before an appointment or complete it on a device in the salon.

3

Review and retain the record

Check the responses and keep the completed, signed form connected to the client CRM record.

Questions buyers ask

Straight answers about digital consultation forms

Can different services use different consultation forms?
Yes. 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 or clinic remains responsible for its questions, lawful data handling, professional review and 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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