Feature

Intake & Consultation Forms

Custom intake form builder for salons with digital e-signatures, allergy disclosures, consent waivers, and consultation notes. Sent via SMS before appointments.

Professional Digital Forms for Your Salon

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.

Digital Form Builder Features

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

Digital Intake Forms in Action

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.

可以为美甲店创建自定义登记表吗?

可以。Tilavon包含自定义表单构建器,让美甲店老板创建电子登记表、咨询问卷、过敏信息披露、照片使用同意书和服务免责声明。预置模板涵盖常见的美甲店需求,可通过拖拽字段自定义。表单支持任何设备上的电子签名、照片上传用于参考图片,以及根据客户回答显示或隐藏段落的条件逻辑。表单在预约前通过短信或邮件自动发送,客户可利用空闲时间完成。所有回复直接关联到客户档案,技师在每次预约开始时都能即时获取重要信息。

FAQ

Frequently Asked Questions About Intake & Consultation Forms

Common questions salon and barbershop owners ask about this feature

电子登记表用专业的电子签名文档取代凌乱的纸质表格,客户到店前即可在手机上完成。它们收集过敏信息、服务偏好、照片使用同意和免责声明。提前获取这些信息节省了咨询时间、在法律上保护了美甲店,并在预约开始前向技师提供重要客户信息。

可以。Tilavon在预约前通过短信或邮件自动发送登记表。客户可在任何设备上利用空闲时间完成。系统对未完成的表格发送提醒。所有回复直接关联到客户档案,技师在预约开始时即可即时查阅。消除了签到延迟并改善了客户体验。

支持。Tilavon在任何设备上捕获具有法律效力的电子签名——手机、平板或电脑。签署的免责声明、同意书和过敏信息披露安全存储在云端并关联到客户档案。这对法规合规至关重要,在发生争议时保护您的美甲店。

可以。Tilavon包含拖拽式表单构建器,支持文本框、复选框、下拉菜单、照片上传、电子签名字段和条件逻辑。预置模板涵盖常见的美甲店需求,如过敏信息披露、服务免责声明和咨询问卷。表单可创建多语言版本并分配给特定服务。

Ready to experience Intake & Consultation Forms?

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