Forms & consultation

The Forms module builds digital questionnaires and consultation sheets. Intake data, consent, health questionnaire, feedback form, all live here. The customer fills it out, you receive it, the data attaches to their profile.

Where to find it

Sidebar: Forms menu. Path: /manager/forms.

The 6 form types

1. Appointment

Pre-booking questionnaire. "Which service? Allergies? Photo?"

2. Consultation

Detailed consultation data (medical, beauty, physical condition).

3. Intake

New customer intake form. Basics, contact, preferences.

4. Consent

Consent statement (e.g., before tattoo, medical procedure). E-signature required.

5. Feedback

Customer satisfaction survey, post-booking.

6. Custom

Anything else your salon needs.

Form statuses

Draft: editing, not yet active
Active: live, sendable to customers
Archived: inactive, but past submissions preserved

What a form can do

17 field types (text, dropdown, signature, photo, file, etc.)
Conditional logic (if A is selected, show field B)
Required / optional fields with validation
Customer field mapping (form value auto-saves to customer profile)
E-signature (drawn, with IP and timestamp)
Progress bar during fill
Draft saving (customer pauses, returns later)
Confirmation message after submission
Brand color and header image (customization)
Upsell offers (service offers during fill)

How it reaches the customer

Customer can receive via 4 channels:

Email (branded, with booking details)
SMS (short link, 160 chars)
WhatsApp (short link)
In-app (Customer app)

Or public link: /f/{accessToken}. Token lives 30 days (configurable).

Trigger rules (automation)

Form can be sent automatically:

Before appointment (X hours before)
After appointment (X hours after)
After booking (booking event)
After payment
Manual (you send by hand)

And linkable at service level: e.g., "Tattoo" service always sends Consent form after booking confirmation.

When to use it

Scenario 1, beauty pre-booking questionnaire "Skin type? Allergies? Last treatment?". Trigger: 24h before. Email + SMS. Beautician arrives prepared.

Scenario 2, tattoo Consent Mandatory consent. Trigger: after booking. E-signature required. Channel: email. Customer signs within 24h, you confirm booking.

Scenario 3, feedback survey Trigger: 24h after appointment. Channel: email. A 30-second 5-star survey. High response rate.

Scenario 4, new customer Intake First booking → Intake. Basics, preferences. Data maps to customer profile (phone, email, birthday).

Scenario 5, custom massage consultation Consultation sheet: "Where does it hurt? Goal of treatment?". Massage therapist reads pre-session, treatment is targeted.

Tips

Start with minimum fields, don't build a 30-field form. Customer bails.
Required fields strictly: only what's needed for treatment. Else: optional.
Don't use e-signature on every form, only legally required ones (Consent, legal statement).
Trigger timing matters: too early = customer forgets. Too late = no time to act.
Enable draft saving, long forms aren't filled in one go.
Confirmation message should be useful: "Thanks, we'll call within X days."

Forms & consultation overview