Feature

Intake & Consultation Forms

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

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.