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Intake forms replace the clipboard: new-client consultations, color consent, extension agreements, patch-test waivers. Clients fill them out on their own phone, and the answers land on their profile instead of in a filing cabinet.

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Build a form

Go to Clients → Forms and create a new form (or Create → New Form from anywhere). Give it a name, write a short welcome description for the first screen, then add your fields. The field types cover the whole clipboard:
  • Short Text and Long Text for open questions
  • Dropdown and Multi-Select for pick-lists
  • Checkbox, Date, Phone, and Email
  • Photo Upload, for inspiration pictures or current-condition shots
  • Signature, drawn with a finger
  • Consent Agreement, which pairs your exact consent language with an explicit agreement
Mark the fields that can’t be skipped as required. When a client finishes, they see a simple thank-you screen, and you see the response.

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Publish and share

A form starts Inactive so you can build in peace. When it’s ready, Activate form, then Copy public link. That link is the whole distribution strategy:
  • Text it to new clients before their first visit
  • Put the consultation form behind your Instagram link
  • Keep a tablet at the front desk open to the waiver
Need to pull a form from circulation? Deactivate form kills the link without deleting the form or its responses.

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Where responses go

Every submission lands on the client’s profile under the Forms tab, next to their appointments and history. Open a response to read every answer, exactly as submitted. Signed consent stays attached to the person who signed it, which is precisely where your future self wants it.

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Forms that earn their keep

  • New client consultation: hair history, goals, how they found you.
  • Chemical service consent: your language, their signature, every time.
  • Patch test acknowledgment: short, specific, dated.
Keep each form short enough to finish in a waiting room. Ten focused questions beat thirty thorough ones that nobody completes. Still stuck? Visit the Help Center to submit a support ticket.