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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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Salon forms and booth renter forms

Booth renters run their own forms. Forms shows a booth renter the forms they created or copied from the template library, where they edit, activate, share, send, and delete them. Salon owners and admins manage the salon’s forms and see every renter’s forms with an owner label. Responses follow the form owner. A booth renter can review and manage responses to their own forms, but cannot open another renter’s forms or responses. Salon owners and admins can manage every form and response in the salon.

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Start from the template library

Go to Forms in the main menu and create a new form (or Create → New Form from anywhere). You land in the template library: ready-made forms grouped by what they do.
  • Client intake for new clients, color consultations, and hair history
  • Applications for a waitlist or a model call, built to be filtered by answer once submissions come in
  • Waivers and consent for chemical releases, patch tests, photo releases, and guardian consent for minors
  • Policies and contracts for cancellation policies, extension care, and bridal and event work
Select a template to preview its questions before you commit. In the iPhone and iPad app, Back closes that preview without adding the form; Save makes the copy. On the web, choose Preview to inspect it and Use this template to make the copy. The copy belongs to you: rename it, cut questions, rewrite the wording, and nothing you change affects anyone else’s copy. Waivers and contracts are written as practical starting points, so read them against the way your salon works and your local requirements before you send one out. Prefer a blank page? Start from scratch is right there in the header.

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Build a form

Give your form 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
  • Number for numeric answers with optional minimum and maximum limits
  • Rating for a one-to-five-star answer
  • Address for a structured mailing or service address
  • Photo Upload, for inspiration pictures or current-condition shots
  • Signature, drawn with a finger and confirmed with the signer’s typed name and electronic-signature affirmation
  • Consent Agreement, which pairs your exact consent language with an explicit agreement
  • Terms, which shows policy or agreement text with a separate acknowledgment checkbox
  • SMS Consent, an optional, unchecked permission for appointment and customer-care texts. It uses Sable’s registered disclosure and does not grant marketing permission.
Add help text when a question needs extra context, or set a default answer when one choice is common. Duplicate copies a field in place. A section title starts a new page in the client flow; progress shows both the current question and section. Use Only show this question if… to show a field from one earlier answer. Conditions can compare an answer, look for a selected option, or check whether the earlier question was answered. Hidden questions are skipped and do not count toward progress. Use Save answer to client profile when a question should keep the client record current. First name, last name, email, phone, birthday, Instagram, allergies, and notes can be mapped. Contact details fill only a blank profile field. Allergies add missing entries without replacing severity or notes that are already on the profile, and notes append with the form name and date. Mark the fields that can’t be skipped as required. The web builder saves as you work. In the iPhone and iPad app, choose Save after editing Fields or Settings. When a client finishes, they see a simple thank-you screen, and you see the response. Under Form Settings, upload a logo for the welcome screen or paste its public URL. The uploaded logo appears on the form clients open. Set Form kind to Intake, Application, or Agreement. Agreements can also set how many months a signature stays valid; leave the interval blank when it does not expire. Set Stylist to the person the form belongs to, or leave it on Salon for a form the whole team works from. The stylist on the form is the one an approval puts the client in line with, and the one an invite books with. Owners, managers, and front desk assign forms; a booth renter’s own forms are already hers. Under Approval, choose what happens when someone on your team approves a submission:
  • Mark approved only changes its status for internal review.
  • Add to clients creates or links a client from the submitted contact details.
  • Add to clients and their waitlist also puts that client on the form stylist’s waitlist, ready to invite when an opening appears. See From application to booked.
  • Add to clients and enable booking also creates secure booking access for that client. Approving the submission mints a booking invite you can copy or send from the response, scoped to the stylist who owns the form. See Invite a client to book.
Under Distribution, leave Public form on for a standing link you can share anywhere. Copy the iframe code to embed it on a website, or download the SVG QR code for print. Show full-screen QR makes the standing form easy to scan from another phone. Turn public access off when the form should open only from a personalized link sent to a client; the standing link, QR code, and embed code rest until you select Make public to share. Personalized links can prefill the contact questions already on the form and attach the completed response to the intended client automatically. Once the client submits, their personalized link shows a completed confirmation instead of reopening the form or their details. Turn on Skip questions we already know to hide contact questions that the personalized link can already answer. Those prefilled answers are still saved with the submission and still count when a later conditional question decides whether to appear.

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Finish forms in the chair

Open Forms on an appointment or the client’s Forms tab when paperwork is still outstanding.
  • Fill now opens the personalized form full-screen for an iPad hand-off. The staff dashboard stays covered. After submitting, the client selects Hand back to stylist, and staff confirms their identity before returning.
  • Text link sends the existing personalized FormRequest link through Sable’s consent-aware text delivery. If the client has not agreed to texts, opted out, or has no valid phone number, Sable opens the QR code instead.
  • QR opens any personalized request as a full-screen code for the client to scan on their own phone.
The appointment’s forms indicator updates when a requested form is completed. Hand-over mode protects one client form while the client holds the device. Salon Mode protects the shared front-desk device between teammates. On a salon iPad, use both: Salon Mode for staff access, then Fill now when a client needs to complete a form in the chair.

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Send forms automatically

Open a form and use Send this form to choose when Sable should create a personalized request:
  • Appointment booked sends the moment the appointment is booked, right alongside the booking confirmation.
  • Appointment reminder uses your appointment-reminder window and a salon-local morning delivery pass.
  • All services, Specific services, and First visit only decide which appointments need the form.
  • Choose text or email first, then an optional fallback. Text delivery still requires the client’s transactional SMS consent and always respects STOP.
  • Turn on Send a reminder for one follow-up before the appointment.
If the appointment’s services change, Sable reevaluates the rule. A newly required form goes out on the next eligible morning pass. A form that no longer applies is canceled only while it is unopened; opened and completed forms stay with the client. An automatic rule on a booth renter’s form applies only to appointments assigned to that renter.

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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. Use that standing link when the form is public:
  • 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. To remove a form entirely in the iPhone or iPad app, open its row menu and choose Delete form. The confirmation names the form and warns when its responses will also be removed. Signed agreement history that Sable must retain can prevent deletion; the app keeps the form in place and explains why.

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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. Each row shows the form name and response status; select it to read every answer, exactly as submitted. Uploaded photos open full size right on the submission, with arrows to step between them. Signed consent stays attached to the person who signed it, which is precisely where your future self wants it. Teammates who can read the submission receive a Sable notification with the form name and submitter name when available. Selecting it opens the exact response. Submissions to a booth renter’s own form notify that renter only. Completed forms also have Download PDF on the submission, client profile, and appointment. Agreement PDFs preserve the exact wording and answers that were signed, along with the signature evidence. Agreements show their signed date and valid-until date; when one expires, use Request re-sign to create a new request without changing the original signed record. Intake and application forms do not expire or ask the client to complete them again.

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Triage a big pile of submissions

On Forms, select a form row to open it. Responses opens first; switch to Fields to review or edit questions, or Settings for availability, appearance, approval, thank-you, and automatic-delivery controls. In the iPhone and iPad app, select a field to edit it directly. Fields can also be reordered, duplicated, deleted, or added from the same tab. The response view is built for the days when a class call or a model casting fills your inbox overnight.
  • Status pipeline. Every submission is New, Needs review, Approved, Rejected, or Archived. What approval does depends on the form’s Approval setting: it can change only the status, create or link a client, add that client to the form stylist’s waitlist, or create secure booking access. A rejection is never final: reopen it from the same status menu.
  • Favorites. Star the ones you want to come back to, then flip on the Favorites filter to see only those.
  • Filter by how people answered. Add filter, pick a question, pick a value. Show every applicant who chose New Jersey, or every form whose notes mention “runway”. Filters stack, and the page’s web address carries them, so you can bookmark a view or send it to your assistant exactly as you see it.
  • Work in bulk. Tick the rows you want, or select a whole page at once, then set a status, archive, export, or delete the batch. Agreement deletion is owner-only and keeps a retained record for 30 days. Anything you delete is permanently removed, along with its photos and PDFs, 30 days after you delete it. Bulk actions run on up to 100 submissions at a time.
  • Export. Export CSV downloads whatever your filters currently show, ready for a spreadsheet.
  • Reply. Open a submission’s actions and choose Reply by text to jump into that client’s Inbox thread. If the submission is not linked yet, Sable approves and links it first. When the person has not agreed to texts, has opted out, or has no phone number, the menu explains why and offers Reply by email when an address was submitted.
  • Review profile differences. A mapped answer never silently replaces a non-empty contact detail. The submission calls out the difference, such as “Phone differs from profile,” and Update profile applies it only after you confirm.
  • Summarize with Jules. Open a submission, or expand its answers from the appointment’s Forms section, then choose Summarize with Jules for a short brief for your team.

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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.