Your forms library
Forms in the main menu opens your library. The sidebar down the left holds Create form, a search box, and the workspaces your forms live in: All forms, Salon-Wide, and one folder per stylist. Contacts gathers the contact details your forms have collected, and Insights puts every response you can read into one table. Both follow the responses that are yours to read. Switch between List and Grid at the top right, and order the library with Sort forms: Date created, Last edited, Name or Responses. The list shows each form’s Responses, Completed, Updated and Status. Status is one of three words:- Published is live. Its link opens the form right now.
- Unpublished was live and is switched off. Its link still opens, and shows that the form is closed.
- Draft has never been published, so it has no working link yet.
Delete a form
Delete names the form in its heading and tells you what goes with it: how many responses are deleted, whether its link stops working, and that it cannot be undone. When the form has responses, Sable asks you to type its name before the button works. Two forms are never deleted, so the record survives. A form that has taken payments, and a form holding signed agreements, both say so and point you at the alternative: unpublish it to close its link.Save a client card
Add a Card on file question to a private form and share it using a client-specific request link. The client reads and accepts the business’s storage and purchase terms, then enters the card in secure payment fields. The form records that the card was verified; it does not record a card number or security code, and saving the card makes no charge. This control needs connected payments and a client request link. Keep public forms for questions that do not require saving a card. A later purchase is charged by a separate checkout action for the displayed amount. The saved card appears on the client’s Card on file tab. In the response, the answer reads Card saved with the card’s brand and last four digits.Take a payment
Add a Payment question to charge a set amount, or an amount the form calculates from earlier answers. A form takes one payment question, and it is required. Payments are in US dollars and go to the form owner’s connected payment account: the salon’s, or a booth renter’s own. The price can come from answers only, never from a link parameter. Your client answers the other questions on the page, then pays in secure card fields. If her bank asks her to approve the payment, she does it without leaving the form. If she changes an answer that changes the price, Sable cancels the earlier payment before she pays the new amount. Her response is saved once the payment goes through, and she gets an emailed receipt when the form was sent to her or asked for her email. In Results, a payment answer shows the amount and whether it is paid, refunded or disputed, and View payment opens the transaction. The transaction links back to the response, which is your record of what she answered if the charge is ever disputed.Create a form
Create form opens What would you like to create? on the template gallery, with three ways in:- Templates offers starting points built for the chair, such as Client Intake Form, Waitlist Application Form and Model Form. Every question is yours to rewrite once the copy is made.
- Start fresh names a blank form and opens the editor.
- Import questions takes your questions pasted or typed one per line.
Build it
A form has four tabs across the top: Editor, Share, Settings and Submissions. The tab you are on is part of the page address, so a reload or a shared link opens the same tab. Pages run down the left. Add new page starts a new one, Add Welcome Screen puts an opening screen in front of everything, and Endings holds the screens a client sees when she finishes. The canvas in the middle is the page your client sees: the same type, button and layout as your published form. The phone button shows it at phone size. A Welcome Screen can show Time to read and Number of submissions under its button. An ending can show Social share icons so a client can share the form’s link. All three start off. Your published form shows each one exactly as you set it, and share icons never appear on a form sent as a private link. On a smaller window the canvas takes the room. The panel button at the left of the toolbar hides and shows your pages, and Question settings at the right opens the settings for the question you have selected. Press Esc or the close button to put them away. Add content opens the question picker. Search it with Search form elements, or browse the groups:- Contact details: Contact Info, Email, Phone Number, Address, Website, Social Media Handle
- Writing: Short Text and Long Text
- Choosing: Multiple Choice, Stylist List, Dropdown, Picture Choice, Yes/No, Legal, SMS Consent, Checkbox
- Scoring and ordering: Opinion Scale, Rating, Ranking, Matrix
- Everything else: Number, Date, Signature, Payment, File Upload
- Structure: Welcome Screen, Statement, End Screen
Stylist List
Stylist List offers your salon’s active, bookable stylists as answer choices. It has the same settings as Multiple Choice, including required answers, and takes one answer: a submission goes to one stylist. A Stylist List saved with multiple selections before becomes single choice the next time the form is saved, and submissions that already named several stylists keep every name. Turn on Include booth renters to add your salon’s bookable booth renters; it starts off. Turn on Show Instagram handle to show each stylist’s Instagram handle after her name, so a client can recognize who she is choosing; it starts off. A stylist without a handle shows her name alone. Handles come from each person’s profile (see Instagram handles), and submissions, exports and Notes keep showing names only. Map to contacts can save the selected names in the client’s Notes. Turn on Any stylist to let a client leave the choice to you. It appears first, before your stylists. Submissions, exports and Notes show it as Any stylist, and a rule can check whether the answer is Any stylist. A Stylist List does not offer None of the above. The choices come from your team and follow who is bookable. When someone joins, leaves, or becomes bookable, new respondents see the change without republishing, and the editor’s preview updates on its own. Someone who already started keeps the list she started with, and saved results retain the names she saw. A Stylist List needs at least one bookable stylist before you publish it. The stylist a client chooses can open that submission and hears about it. See Team access and Notifications. Changing an existing question to Stylist List asks you to confirm replacing its manual choices and default selections. Rules that depend on those specific choices are removed; rules that check whether the question was answered remain.Legal text and SMS consent
A Legal question is the wording itself. Whatever you write as the question is the text your client accepts, and it is what Sable stores as the consent record, so write the release or the policy there rather than summarizing it. Your client answers I accept or I don’t accept. SMS Consent is different and deliberately so. Its wording is the registered disclosure carriers require, so you cannot edit it, it is never required, it arrives unticked, and a form carries one of them at most. It covers appointment texts and replies. It is not marketing permission. See SMS consent and conversations.Settings
The Settings tab lists its sections down the left. Change what you need, then choose save; cancel puts everything back as it was. General holds the settings that decide what happens to a submission:- Status actions run when a submission moves to a status you choose. See Status actions.
- Form owner is the stylist the form belongs to, or Salon-Wide for a form the whole team works from. The owner is whose waitlist an action fills and who an invite books with.
Team access
Owners and managers always have full access to every salon-wide form. Everyone else opens a form’s submissions only when the form gives them access. Add roles, such as Front desk, or specific people, booth renters included, at one of three levels:
On a form with a Stylist List, two switches open single submissions on top of
the list:
- Stylists see submissions that choose them: the chosen stylist opens the submissions that name her, and only those, and a stylist you assign a submission to opens that one. She works them like Manage submissions: change the status, approve or decline, reassign, and add notes. Deleting a submission and Form performance are for people with access to the whole form.
- Their assistants can view them too: an assistant opens the submissions that name a stylist she assists, or that are assigned to her.
Notifications
Choose who hears about each new submission, by role or by person. A new salon-wide form notifies owners and managers. Roles and people who cannot open the form’s submissions are greyed out.- Notify the chosen stylist pages the stylist a client picked, with the client’s name and the form.
- Any stylist goes to decides who hears about a submission answered Any stylist. It starts at owners and managers.
Check it, then publish
Preview runs the form the way a client will see it. Nothing you type in Preview is saved as a response. When something is still missing, Sable shows Finish setting up your form and lists what to fix: a question with no title, a Legal question with no wording, answer choices left blank, a payment with no amount. Select an item to jump straight to it. Sable saves as you build, so there is no save button. When publishing has to wait, the message says why, such as a photo that is still processing. If a single change can’t be saved, Sable puts that change back straight away, names its question, and keeps it on this device with Keep the saved version, Try again and Download edits. Everything else you do keeps saving, and you can leave the form at any time. Edits that had not reached Sable also stay on this device and come back when you reopen the form. Then Publish form. The first time, Sable walks you through Set up your form. After that the button becomes Publish edits, and it only lights up when you have changes waiting. Your link never changes, so edits you are still working on never reach the form a client is holding. On a form that is sent again when it changes, Publish edits opens one more step. It shows the version that is live and the one you are about to publish, how many questions changed, and one switch: require all scheduled clients to sign again. Leave it off for a typo fix and nobody is asked again. Turn it on and every client with an upcoming appointment who signed the earlier version is sent the new one, and anyone else who signed it is asked the next time they book. Unpublish form closes the form without deleting it or its responses. The link keeps working: anyone who opens it sees your salon’s name, the form’s name, and a short note that it is not taking responses right now, so the client you texted last week is never told her link is wrong. Publish again and the same link opens it. On an ending screen, turn on Button link, enter an HTTP or HTTPS address, and leave the field to save it. Turning the link off keeps the address so you can turn it back on. Add an address before publishing an ending with Button link turned on.Set up your form
The first time you publish a form, Publish form opens set up your form, one short step at a time, each with the recommended choice already selected:- who works submissions: owners and managers, or people you add, with the chosen-stylist switches on a form with a Stylist List.
- who hears about them: owners and managers, or people you choose, and Notify the chosen stylist.
- statuses and actions: what happens when a submission moves to a status, such as add to client list. customise opens the full status actions.
- sending: whether the form sends itself when a client books.
- when it’s open: open now, or dates and a response limit.
- review and publish: one line per step, each with change, then publish form.
Share it
The Share tab has three ways to put a published form in front of people. Share the link is the standing link for your Instagram bio, a text, or the tablet at the front desk. Copy link takes it, the arrow opens it, and the buttons beside it share to Facebook, LinkedIn and X or open Email the link in your mail app. Link preview is what that link looks like when it is shared. Upload a Thumbnail (JPG, PNG, or WebP, 1200 × 630 recommended), write the Title and Description, and publish your edits for the change to show. Show in search results decides whether search engines list the form at all. Embed in a web page and Embed in an email build the code for you. Choose the layout and size, then Get embed code and Copy code.Send a form to one client
A client’s profile has a Forms tab, and the same tools sit in the forms card of an appointment, where send opens the same choices. Send a form picks the form and how it travels: Text, Email or Copy link. Sable tells you when a route is closed before you choose it, with the reason on the option itself, such as No phone number on file or This client hasn’t agreed to texts yet. Sending by text or email closes the dialog and confirms who it went to. Copy link puts the link on your clipboard and leaves it on screen. Every form has its own card: the form’s name, one chip that says where it stands, and its actions on the line beneath.
QR code fills the screen with a code for her to scan on her own phone.
A booth renter sees a salon form on her own appointment as a card with a
salon tag and its chip, so she knows it went out. The salon’s forms and
their answers stay with the salon; her own forms keep every action.
Send a form automatically
Open a form in the studio, choose the Settings tab, then Sending. Turn on send this form automatically and the form goes out by itself when a client books, as its own message.- for which services: all services, or specific services you pick with choose services.
- to which clients: everyone, or new clients only, meaning a client who has not had a completed appointment with you yet.
- how often: once, every booking, or again after a number of months, where you set the months. A client who has already filled out the form, here or in your previous system, gets it again only when this setting asks for it. With once or months, a client with several upcoming appointments gets one message, for her first appointment.
- send again when the form changes asks clients to sign again after you publish a change that needs it. It works with once and with months; every booking already asks each time, so the switch rests while that is chosen and comes back as you left it.
- send by: text, email, or both. Both sends the two messages together.
- if the form is incomplete, send a reminder: add a reminder for each one you want, up to three, each a number of hours, days or weeks before the appointment. A form with no reminder added sends none.
- booth renters: on a salon form, also send for booth renters’ appointments includes the renters’ books.
Switching it on
The first save after you turn sending on asks sending is on. who gets it?- only new bookings is the choice already selected. Appointments already on your calendar are left alone, including the ones you brought over from another system.
- also send to upcoming appointments shows exactly how many appointments that is before you choose it.
Switching it off
Turning automatic sending off stops new form requests and automatic reminders. Forms already sent stay available for clients to complete until midnight at the end of their appointment day, in your salon’s time zone. You can still cancel a request yourself. Turning sending back on does not send an existing request again.The morning alert
At 7:00am salon time, anyone with forms still out for the day gets one alert, such as 3 forms not filled out for today. Select it to open today’s calendar with today’s clients with missing forms: each client, her appointment time and the form, with resend, fill now and copy link on the row, or add contact when Sable had nowhere to send it. Select a row to open the appointment. Owners and managers see the whole salon; a stylist or booth renter sees her own appointments. A submission from your public link is not attached to anyone until a status action adds her to your client list. That matches her to an existing client by email or phone, or creates the client from what she submitted.Hand her the device
Fill now is for the client in your chair. Sable covers the whole screen with the form, and the staff dashboard underneath is replaced rather than merely hidden, so a reload or a stray tap does not expose your salon. When she finishes she chooses Hand back to stylist. You can also use Return to staff in the bar at the top. Either way Sable asks you to confirm your identity before the dashboard comes back, so the device is safe to hand over and safe to hand back. On a salon iPad, use this with Salon Mode: Salon Mode protects the device between teammates, Fill now protects it while a client is holding it.What your client sees
Your form opens in your colors, one page at a time, with the button label you chose. The bar across the top fills as she moves through, when you have Progress bar on. Back takes her to a previous page to change an answer, though not once she has signed or paid. Required questions are marked with an asterisk and say Please answer this question. if she tries to move on.- Photos. She chooses images from her camera or camera roll, including the HEIC pictures an iPhone takes. JPEG, PNG, WebP, HEIC and HEIF are accepted, up to 50 MB each and up to 10 per question. The gallery shows each one when it is ready, and Try again picks up an upload that was interrupted.
- Signatures. She signs by drawing with a finger or a stylus on the signing pad, types her name in Full name, and affirms that her name and signature are her electronic signature. The name input says Type your full name before she types. Save signature stores it.
- Legal questions. She reads your wording and chooses I accept or I don’t accept. A required one that is not accepted says You need to accept this to continue.
- Ranking. She moves the options into her order and confirms with Keep this order.
Read what comes in
Submissions is where the answers live. One row across the top holds the search box and the filters, and on the right the submission count, the column settings and Export responses. The table is one line per submission: a checkbox, a star, the name, contact details, Assigned to on a form with a Stylist List, Status in its label’s colour, the answers, and Submitted. A submission she did not finish says partial beside her name. Select the star on a row to favorite it. Until someone is assigned, Assigned to shows the stylist the client chose, or unassigned when she chose any stylist. Answers read the way the client gave them: an address as one block, a date in the form’s own format, an opinion scale out of its top score (4 / 10), and a picture choice with its picture. A checkbox she left unticked says No, and text messages she didn’t agree to say Not given. Search matches names, email addresses, answer text, tags and response IDs, and a phone number in whatever shape it was typed, with or without brackets and dashes. The date control covers All time, Today, Last week, Last month and Last year, or a range you pick yourself. Filters builds conditions on any question, up to ten at a time, matching All conditions or Any condition. favorites narrows the list to the ones you starred. On a form with a Stylist List, assigned to narrows it to unassigned, me, or one stylist. status shows one status at a time. Archived submissions leave the list; choose Archived under status to see them. Turn on spam only in Filters to see what was marked as spam, and Not spam moves one back.Open a submission
Select a row and the submission slides in over the table, so the list stays where it was. The page address changes with it, so the link in your browser bar opens that exact submission for a colleague who can read it. At the top: the arrows to step through submissions, when it arrived, the star, the ⋯ menu and close. Under her name and contact details sit who it is assigned to, Add a tag, Reply by text or email, and the status button. Her answers follow, then the ending she saw and the response ID. View client opens her profile once the submission is attached to someone. The ⋯ menu holds Summarize with Jules for a short brief before she sits down, Download PDF, Mark as spam, Archive (or Unarchive) and Delete. A question she skipped reads No answer, which is not the same as a blank you have to guess at. When an answer differs from what her profile already holds, the panel shows both, in a sentence like “Phone: (312) 555-0142 on the profile, (312) 555-0199 on this form.” Update profile applies it, and nothing changes until you choose it. Opening a submission marks it as seen. Forms in the main menu shows how many submissions you have not opened yet, and a dot when the menu is collapsed. Opening one also clears its alerts. On a phone, submissions are a list with the status on the right. filters opens assigned to and status in a sheet. A submission opens full screen, with Reply and the status button at the bottom.Several at once
Tick several rows and the bar above the table offers Set status, Assign (on a form with a Stylist List), Archive, Export selected, Mark as spam, Delete selected and Clear. Export responses downloads what your filters currently show, as.csv
or .xlsx. Columns follow the order of the questions on your form.
The response summary and form performance are in Insights, in the Forms
library. The summary breaks every question down, with counts or percentages,
charts, and a searchable list of written answers. Performance shows views,
starts, submissions, completion rate, time to complete, and which page people
leave from.
Submission statuses
Every submission has a status, shown in full colour in the table and on the status button. Your salon keeps one list of statuses for every form, in the words you work in: Sent, Called, Waiting for Reply, Booked, Not Interested, whatever fits your book. Select the status button and pick a status. It changes at once, and a message says what happened, including what the form’s status actions did, for example “Moved to Booked. Added to client list.” Undo in that message puts the status back. A client, a waitlist place or an invite an action created stays. Owners and managers edit the list:- In the status picker, Edit labels turns each status into a colour and a name you can change. + New label adds one, and Apply saves the lot. Hover a status for its handle, to drag it into a new order, and its menu, with Deactivate label and Delete label.
- edit statuses on a form’s Settings tab opens the same picker straight in Edit labels.
Status actions
Settings › General › status actions decides what happens when a submission moves to a status. Each rule reads as a sentence, when a submission moves to a status, followed by numbered actions that run in order. Every status shows in the rule’s picker. New and Archived are greyed because they don’t run actions, and a status that already has a rule is greyed too: picking it takes you to that rule. The actions:- add to client list matches her to an existing client by email or phone, or creates the client from what she submitted.
- add to waitlist puts her in line with the form’s owner, or on the salon’s waitlist for a Salon-Wide form. See From application to booked.
- send a booking invite creates a private booking link: create only for you to send yourself, or sent by text, email, or text and email. See Invite a client to book.
- assign to a stylist assigns the submission to the stylist you choose, on a salon form with a Stylist List. It never replaces someone already assigned.
- notify people alerts the roles and people you choose.
Assign a submission
On a salon-wide form with a Stylist List, you can hand a submission to one stylist, for example a consult answered Any stylist. Owners, managers and anyone with Manage submissions on the form can assign, and so can the stylist a submission is assigned to or names, for that submission.- Open the submission and choose assign a stylist beside her name. The list holds the stylists the form’s Stylist List offers, booth renters only when that list includes them.
- To hand it to someone else, open the same control and pick another stylist; remove assignment clears it. Each change is recorded with who made it and when.
- To assign several at once, tick them in Submissions and choose Assign. The stylist gets one notification for the whole batch.
- assigned to › unassigned lists the submissions with no stylist yet: nobody chose one and nobody has been assigned.
Notes on a submission
Open a submission and scroll to Notes, after its Response ID, to keep the team’s notes with it: who called back, what was booked, what to bring. Anyone who can open the submission reads its notes and adds to them, newest first. Choose the ⋯ beside a note you wrote to edit or delete it; owners and managers can delete anyone’s note. Notes stay with your team. They never appear on anything your client sees, they don’t send messages or notifications, and they don’t move the submission’s status.Who can do what
A stylist, an assistant, or the front desk never reads another teammate’s own forms, and a
booth renter’s forms and responses are hers alone. A booth renter opens a salon
form’s submissions only when the form gives her access or she is the chosen stylist. Deleting responses follows the same rights as
deleting the form, so a stylist never deletes a submission, and deleting a
signed agreement response is the owner’s alone.
When something arrives
A new submission to a form that belongs to one stylist notifies her. A salon-wide form notifies the people on its Notifications list, the chosen stylist, and for an Any stylist answer the people it goes to, and only those who can open the submission. Assigning a submission notifies the stylist it goes to. The notification carries the form’s name and, when Sable knows it, who submitted it. Selecting it opens that exact response.Storage
Responses, the photos your clients upload and the PDFs Sable generates all draw on your salon’s form storage. The owner and admins see the Form storage meter at the bottom of the Forms sidebar. See Form storage.On your iPhone and iPad
The Sable app has Forms in the menu, with your forms and their responses. Scroll a form’s Responses to page through every submission; spam is under Filters on the web. Search responses finds a submission by name, email, phone number or answer, and Filter narrows the list by status, favorites, date and the answer to one question, including each part of a contact question such as Last name or Email. Search and Filter work together. Archived responses leave the list; choose Archived in Filter to see them again. Swipe left on a response to Archive (or Unarchive) and Delete it, or press and hold it for Text client, Change status, Favorite, Archive and Delete. Text client opens the client’s conversation in Inbox when the submission is attached to a client. Open a submission to read every answer, to open photos and signatures full screen, to text the client, and to change its status when you manage that form’s responses. On a form with a Stylist List, the list shows who each submission is assigned to, Filter has Assigned to, and Assigned to on a submission lets you assign, reassign or remove it when you manage that form’s responses. A full-screen photo can be zoomed, shared or saved to Photos with the share button, and closed with a swipe down. Delete follows the same rules as on the web. On a form you manage, Settings in the app covers the name, the stylist it belongs to, Active, the default form and When approved. Send automatically, under Sending, opens the same sending choices as the studio: services, clients, how often, send by, reminders and booth renters, with Save at the foot. Questions, design and the form’s messages are built in the form studio on the web: Edit questions and design on the web opens it in Safari. Forms made before the studio show their questions in the app, and on iPad you can edit them there. Send a form and Fill now are on a client’s Forms tab and on an appointment, for the forms you can send. Copy link puts the form’s link on your clipboard, ready to paste. Leaving Fill now asks for Face ID, Touch ID or your device passcode before the staff app returns. An appointment’s Forms shows one card per form with its chip and the actions from the table above, including QR code. The morning alert opens today’s clients with missing forms over the calendar; select a client to open her appointment.Forms that earn their keep
- New client consultation: hair history, goals, how she found you.
- Chemical service consent: your wording, her signature, every time.
- Patch test acknowledgment: short, specific, dated.
Related
- Form storage
- Profiles, formulas, allergies, and photos
- Invite a client to book
- From application to booked
- SMS consent and conversations
- Salon Mode