Feature

Intake & Consultation Forms

Custom form builder for waivers, allergy disclosures, and consultation notes — with digital e-signatures and automatic linking to client profiles.

Key Benefits

How this feature helps your salon succeed

Custom Form Builder

Create any form you need with drag-and-drop fields — waivers, allergy disclosures, consultation notes, and more.

Digital E-Signatures

Legally binding e-signatures captured on any device replace messy paper forms.

Pre-Appointment Delivery

Forms are sent via SMS or email before the appointment so clients complete them on their own time.

Auto-Linked to Profiles

Every form submission is automatically linked to the client's profile for instant technician access.

Everything You Need

Our intake & consultation forms feature includes everything you need to manage this aspect of your salon efficiently.

  • Custom form builder with drag-and-drop field types
  • Pre-built templates for waivers, allergies, consent, and consultations
  • Digital e-signature capture on phones, tablets, and computers
  • Pre-appointment delivery via SMS and email with reminders
  • Photo upload fields for reference images and inspiration
  • Conditional logic to show or hide sections based on answers
  • Auto-linked to client profiles for instant access during appointments
  • Multilingual forms matching client language preference
  • Required field enforcement before check-in
  • Form completion tracking with reminders for incomplete forms
  • Secure cloud storage with HIPAA-ready data handling
  • Printable form summaries for technician reference

Intake & Consultation Forms Screenshot

Common Use Cases

See how salons use this feature every day

New Client Onboarding

A first-time client receives a welcome form via text before their appointment, filling out allergy information, service preferences, and signing a waiver from their couch.

Consultation Notes

During a consultation for custom nail art, the technician captures reference photos and design notes directly in a consultation form linked to the client's profile.

Regulatory Compliance

A salon in a state requiring service waivers sends a digital consent form to every client, with automatic reminders and e-signature collection ensuring 100% compliance.

Can I create custom intake forms for my nail salon?

Yes. Tilavon includes a custom form builder that lets nail salon owners create digital intake forms, consultation questionnaires, allergy disclosures, photo consent forms, and service waivers. Pre-built templates cover common salon needs and can be customized with drag-and-drop fields. Forms support digital e-signatures on any device, photo uploads for reference images, and conditional logic that shows or hides sections based on client answers. Forms are sent automatically via SMS or email before appointments so clients complete them on their own time. All responses are linked directly to client profiles so technicians have instant access to important information at the start of every appointment.

Ready to experience Intake & Consultation Forms?

Simple setup, no contracts. Get your salon running with Tilavon today.