Digital consultation forms that collect the right information before the client arrives.

Send the right consultation automatically when a service is booked. Clients can complete and sign it online, while your team receives a clear record to review before treatment begins.

Tailored demonstration • UK-based onboarding • Support after launch

The information your team needs before treatment starts

Make Every Consultation Fit the Service

Build service-specific forms with the questions, declarations, preparation guidance, signatures and professional checks each treatment actually needs.

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.

The right questions for the right service

Connect Every Form to the Relevant Treatment

Link each form to the relevant service. Every client then receives questions suited to that appointment.

No manual chasing

Let the Booking Trigger the Consultation

When an assigned service is booked, Salon Manager emails the required form automatically. The consultation can begin before the visit.

Simple on any screen

Make Completion Easy Wherever the Client Is

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

Bring Consultation, Consent and Preparation Together

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

Keep Every Completed Consultation in Context

Completed forms are attached automatically to the client record, keeping answers, signatures and consultation history easy to review.

Show Me the Consultation Workflow

Clear acknowledgement from client and professional

Build Client Consent and Professional Review Into the Same Record

Add client signatures, staff-only questions and professional sign-off where needed. Store the completed consultation as one joined-up client record.

Client acknowledgementAsk the client to add their signature online before the form is treated as complete.
Professional checks for the teamInclude questions or checks that only the professional delivering the service needs to review.
Final professional sign-offAsk the team member to confirm the review and sign the record before it is finalised.
One complete consultation recordKeep the client’s answers, signature and professional review together in the same stored record.

Consultation history in the right place

Give the Team the Full Consultation Story Before They Begin

Once completed, the form is attached to the client record in Salon Manager CRM. The team can confirm its return and review the answers. It appears beside the client’s appointment and treatment history.

Completion notification in Salon Manager
Completed form linked to the client record
Client and professional signatures kept together
Multiple forms supported for one service
Consultation history ready for future visits

Questions buyers ask

Straight answers about digital consultation forms

Can different services use different consultation forms?
Yes. You can create service-specific questions, declarations and preparation guidance, then associate the appropriate form with the relevant booking workflow.
Can forms be sent automatically before an appointment?
Yes. The relevant booking can trigger one or more required forms so clients can complete them before they arrive.
Can clients sign consultation forms online?
Yes. Clients can complete and sign supported forms using a phone, tablet, laptop or desktop.
Where are completed forms stored?
Completed answers, signatures, status and form history remain connected with the appropriate client record for authorised users.
Does software replace professional judgement or legal advice?
No. The salon remains responsible for the questions it asks, the lawful handling of data, professional review and any service-specific or insurance requirements.

Be prepared before the client arrives

Be ready before the appointment begins.

Send the right form before an appointment, track completion and keep a useful history with the client record.

Show Me a Consultation Workflow

Friendly, clear and without pressure

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