Digital client forms are a fantastic tool to improve your client experience and reduce visit times and waiting room contact. They also help decrease administration workload and paperwork allowing your staff to focus on clients and their needs. You can create a variety of forms that suit the requirements of your hair and beauty business to collect client information and consent, record treatment history, as well as gather feedback from your clients.
Here are the top 5 digital client forms that are popular with salons, spas and clinics.
New client form
When a new client books an appointment with you, it’s always a good idea to send them a new client form before their first visit. Digital forms allow you to get to know a new client before they even set foot through your door and serve their needs better. You can easily collect client contact information, as well as learn about their preferences, lifestyle, favourite drink, and how much conversation they prefer during appointments. All this information can be easily added to client cards in your salon management software so that you can start building long-term relationships with your clients and elevate their experience during future visits. Send digital new client forms by email or SMS text message to allow clients to fill out the form when it’s convenient to them and from any device.
With digital consultation forms, it’s easy to gather information and consent from your clients, either in person or online before their appointment. You can send a link to the digital consultation form to your client before the appointment by email or text message, or when they arrive at the salon, they can fill out the form on a tablet in just a few minutes.
Digital consultation forms help reduce admin and paperwork so that your staff can focus on your client’s needs and experience. Switching to digital forms also reduces paper waste and helps your business become more sustainable.
Forms for specific treatments
Using digital forms to facilitate treatments and services that require multiple sessions ensures a high-quality experience for your client. It prompts your staff to keep notes and photos of your client’s progress toward their hair or skin goals. If a client books an appointment with a different staff member, they can easily access the client’s treatment history and details to make sure that they provide consistent and personalised service during the appointment.
Consent forms are important tools for protecting your hair and beauty business from legal liability when it comes to treatments and services that require you to discuss with your client any potential risks or side effects, obtain consent, and signatures. You can also add waivers, terms or any other additional information that you need your clients to acknowledge before treatment.
A digital consent form makes it easy for your staff to follow your standard procedure and fill out all the required fields. It also helps you to store this information in a safe and secure manner.
Asking for feedback from your clients allows you to improve your processes and client experience at your salon, spa or clinic. Client surveys and questionnaires are a great way to easily collect this kind of feedback. You can use a digital form to create a survey and then send a link to the survey by email or SMS to your client.
Get started with digital forms
Getting started with digital forms can be daunting, but it doesn’t need to be. Start by picking one of the forms from this blog or pick one of your existing paper forms that can be easily recreated in the digital format.