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 the exact consultation, consent and treatment forms your business needs, send the right one automatically when a service is booked and keep every completed record and signature connected to the client in Salon Manager CRM.
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, completes it online and returns it to the client record before the visit.
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 appropriate service so every client is asked for the information that matters to that specific appointment.
No manual chasing
When an assigned service is booked, Salon Manager automatically emails the required form so 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 and 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.
Clear acknowledgement from client and professional
Add client signatures, staff-only questions and professional sign-off where needed, then store the completed consultation as one joined-up record against the client.
Consultation history in the right place
Once completed, the form is attached to the client record in Salon Manager CRM. The team can confirm it has been returned, review the answers and see it alongside 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.
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, automatic service assignment, online completion, client signatures, professional sign-off and connected CRM storage can simplify the consultation journey.
