Client intake forms

An intake form is a short questionnaire the client fills out on their phone before the appointment. They confirm who they are, flag anything you should know about (allergies, scalp conditions, medications, past reactions, pregnancy), choose whether photos are OK, and sign — so the answers are sitting on the booking before they walk in.

What gets collected

The client moves through three screens. By default, the form asks for:

• Name and, optionally, date of birth.
• Allergies — PPD / hair dye, bleach / peroxide, fragrance, latex, nickel, nuts (in products).
• Scalp — sensitive scalp, psoriasis / eczema, recent sunburn.
• Medications that affect hair or skin (free text, optional).
• Past reaction to a salon service — yes / no, with an optional note if yes.
• Pregnant or nursing — yes / no / prefer not to say.
• Photo consent — No photos, please / For my record only — never shared / OK to share publicly.
• Marketing opt-in — occasional offers from this salon.
• Third-party share — sharing contact with product partners.
• Signature — the client types their full name to sign.

Send an intake link

1. Open the booking or the Intake page

   From a booking, find the Intake form card. Or from the sidebar, open Intake to see every form across the salon.

2. Send the link

   On the booking card, click Send intake link. From the Client intake list, click the Send intake form button in the page header (top right), or use Copy link on the row if you'd rather paste it into your own message.

3. Pick how it goes out

   Links go by SMS by default. Email and SMS + email are also available.

What the client sees

The client opens the link on their phone. Above the form they see a short trust line — "[stylist] at [salon] sent you this. Takes 90 seconds." — then three screens:

1. Quick check — is this you?

   Confirm name and (optionally) date of birth. If it's not them, there's a Not you? link.

2. Anything we should know about?

   Tap chips for allergies and scalp conditions, add medications, answer the past-reaction and pregnancy questions. Anything that doesn't apply can be left blank.

3. Almost done. Just three quick choices.

   Choose a photo-consent option, toggle the two marketing preferences, and type their full name to sign.

When they finish they see All set. with a note that the stylist will see the answers before the appointment. Progress auto-saves as they move between screens, so they can pick it up later on the same link.

Review submissions

Open Intake in the sidebar to reach the Client intake list.

• Tabs filter the list: All, Submitted, Sent, Expiring, Expired.
• Stat cards at the top show Submitted · this month, Awaiting client, Expiring within 48h, and Avg. time to complete.
• Each row shows a status badge: Submitted, Sent, In progress, Expires in [hours]h, Expired, or Superseded when a newer link replaced this one.
• Select rows to use the bulk actions Send reminder or Mark reviewed.
• The header has Export CSV, Manage templates, and View audit log.

Click a row to open the submission and read every answer the client gave.

Customize what you ask

The default form covers the basics, but you can change it. From the Intake page, click Manage templates to open the template editor at /intake/templates. Templates are organized into screens, and each question can be one of: short text, long text, single-select, multi-select, yes/no, number, date, or file/photo. Edits save as a draft until you hit Publish, and each published version is numbered so you can see which template a past submission came from.

Where to go next

• Manage client records — submitted answers attach to the client profile and show up alongside contact details, history, notes, and tags.