Intake Forms That Save Your Stylist a Conversation
Customers fill before they arrive. AI flags anything important on the booking. From hair-color allergies to medspa contraindications — your stylist sees what they need to know before the appointment starts.
Templates. AI Heads-Up. Three Fill Modes. One Inbox.
Eight industry-seeded templates get you to 95% complete before you touch a setting. AI flags important answers before your stylist opens the appointment. Every customer workflow has a fill mode. Every signed form becomes a PDF artifact.
Toggle-mode builder
Pick a template, click X on questions you don't need, publish. No drag-drop required. Industry-seeded question sets get you to 95% complete before you touch a setting.
8 industry templates
Hair color, lash, medspa, tattoo, IV/wellness, wig services, photo release, and more. Every template is pre-loaded with the questions that matter for that service type.
AI heads-up on every form
AI reads customer answers on submit and surfaces anything important on the booking detail before the appointment starts. Useful for every salon type.
3 fill modes
Pre-visit SMS link, in-store iPad kiosk, or logged-in customer app inside the booking portal. Every customer workflow is covered.
60-Second Form Setup, Not 60-Minute
Competitors give you a blank canvas and a drag-drop builder and expect you to design a salon intake from scratch. We give you the 95% you actually need — allergy grid, consent block, service notes — and let you click X on whatever doesn't fit your business.
Toggle Mode
Pick a template, X out unneeded questions, publish. 60-second average setup, no drag-drop required, every question seeded with sensible defaults.
- 60-second average setup
- No drag-drop required
- Every question seeded with sensible defaults
- Opinionated industry-specific question sets
- Save-and-publish in one click
- Draft mode for review before going live
20+ field types
Text, signature, photo capture, file upload, medication list, allergy grid, consent block — every field type a salon or spa intake needs.
- Short text, long text, number, email, phone, date
- Select, radio, checkbox, yes/no
- Signature, initials, consent block, info block
- Section header, skin-type picker
- Photo capture and file upload
- Medication list and allergy grid
Conditional logic
Show or hide questions based on prior answers. Per-question conditional rules with multi-condition AND/OR logic and mobile-responsive rendering.
- Per-question conditional rule
- Multi-condition logic (AND/OR)
- Nested conditions
- Default-shown vs default-hidden
- Audit trail of conditional triggers
- Mobile-responsive conditional rendering
Roadmap: drag-drop builder
Phase 2 of forms development. Full drag-drop for from-scratch forms, branching question logic, multi-step page flows, and a community template marketplace.
- Full drag-drop for from-scratch forms
- Branching question logic
- Multi-step page flows
- Custom field types
- Marketplace of community templates
- Sub-form embedding
AI Heads-Up Before the Appointment Starts
When a customer submits a form, AI reads the answers and surfaces anything important on the booking detail before your stylist opens the appointment. 'Customer is allergic to ammonia — use ammonia-free color.' 'Client is on Accutane — defer treatment 6 months.' Useful for every salon type, not just medspas.
AI reads on submission
Real-time inference on submit. No manual review. AI surfaces important answers — from hair-color allergies to medspa contraindications — so your stylist sees what they need to know.
- Real-time inference on submit
- Multi-language input support
- Configurable severity thresholds
- Per-template flag rules
- Override-with-staff-judgment
- Audit log of every alert
Alert banner on booking detail
Stylist sees it before opening the appointment. Persistent banner across the appointment view, dismissable with an override note, color-coded by severity.
- Persistent banner across appointment view
- Dismissable with override note
- Color-coded by severity
- Link to original answer in form
- Alerts staff via in-app notification
- Optional SMS to provider
Alert history on contact
Track important answers over time. Full alert history per contact with severity-trend chart, repeat-detection, and compliance-ready retention.
- Full alert history per contact
- Severity-trend chart
- Last-alerted date
- Repeat-detection
- Sharable with referring providers
- Retain for compliance
Three Fill Modes for Three Real Workflows
Customers don't all fill forms the same way. A new lead gets a pre-visit SMS link. A walk-in fills on an iPad in your lobby. A returning customer logs in to your portal and updates last year's answers.
Pre-visit magic link
SMS or email sent at booking confirmation. Mobile-first responsive design, autosave every 5 seconds, ~90-second average fill, expiration reminders.
- Mobile-first responsive design
- Autosave every 5 seconds
- Resume from any device
- ~90-second average fill
- Expiration reminders
- Fallback to in-store if not completed by appointment time
In-store iPad kiosk
Customer picks appointment, fills form, signs with stylus. Full-screen kiosk mode, auto-clears after submit, offline-capable.
- Full-screen kiosk mode
- Auto-clears after submit
- Returns to staff PIN screen
- Stylus-friendly signature pad
- Offline-capable
- Syncs when reconnected
Logged-in customer app
Forms appear as tasks in the customer's account. Pre-filled with profile data and last submission's answers, with push notifications for incomplete forms.
- Pre-filled with profile data and last submission's answers
- Push notifications for incomplete forms
- In-app save-and-resume
- Audit log of edits
- Retain for self-service review
- Available inside booking portal
Signed PDF Artifacts for Your Records
Every signed consent form generates a watermarked PDF with the customer's name, timestamp, and signature image. Downloadable from the Forms Inbox. Legal-archive-ready.
Watermarked with name + timestamp
Customer name in header, completion timestamp, optional IP address. Per-page watermark for tampering resistance with embedded metadata.
- Customer name in header
- Completion timestamp
- IP address (optional)
- Per-page watermark for tampering resistance
- Embedded metadata
- Retention indefinite by default
Embedded signature image
High-resolution vector or rasterized signature capture for legal use. Multi-signature support per page, optional witness signature, stylus-pad capture.
- Vector or rasterized
- High-res for legal use
- Multi-signature support per page
- Witness signature optional
- Stylus-pad capture
- Image artifact stored separately
One-click download
Bulk download by date range from Forms Inbox. ZIP archive of multiple forms, audit log of downloads, optional encryption with shared key.
- Bulk download by date range
- ZIP archive of multiple forms
- Audit log of downloads
- Retention-policy controlled
- Optional encryption with shared key
- S3 archive optional
Forms Inbox for Review and Triage
All submissions land in one Forms Inbox with filters for unreviewed, flagged, and template type. Submissions with important answers surface at the top.
Filter by status
Unreviewed, flagged, or template-type filters. Severity-priority ranking with default sort by alert severity descending and saved filter views.
- Severity-priority ranking
- Default sort by alert severity descending
- Color-coded badges
- Per-template filter
- Multi-select filtering
- Saved filter views
Important-answer badges
Visible at scan glance. Red for high-severity (medication conflict, known allergy), yellow for moderate (recent procedure), gray for informational.
- Red for high-severity (e.g., medication conflict, known allergy)
- Yellow for moderate (e.g., recent procedure)
- Gray for informational
- Sortable by severity
- Hover preview
- Click-to-expand
Booking-detail integration
Submissions appear on the appointment under a Forms tab. Alert banner links to the answer. One-click download from the booking detail view.
- Forms tab on booking detail view
- Alert banner above (linked to answer)
- One-click download from booking
- Audit log per-form access
- Attach additional forms post-booking
- Full submission history on the appointment
Built for Clinical Workflows Too
If your work is medical-grade, the AI heads-up doubles as a contraindication-flag system. Fitzpatrick scale, Accutane history, keloid risk, pregnancy status — all the clinical vocabulary lives here, clearly scoped to the practices that need it.
Contraindication detection
AI reads answers and flags clinical contraindications before the provider opens the appointment. 'Client on Accutane — defer treatment 6 months.' 'History of keloids — review before tattoo.' 'Pregnant — see contraindication list.'
Clinical field types
Fitzpatrick skin-type picker, medication list, allergy grid, HIPAA consent block, and photo capture for pre-treatment documentation. Medspa-grade intake without building from scratch.
Compliance-ready PDFs
Watermarked signed PDFs with provider-facing timestamp and IP capture. Consent form archive ready for chart audits and regulatory review. Retention indefinite by default.
Built for Every Service Business
From hair salons to medspas — intake forms matter any time a stylist needs to know something before the appointment starts. Industry-seeded templates ready out of the box.
Connected to Your Platform
Forms attach to bookings, surface in the CRM contact profile, trigger automation actions, and feed the AI receptionist — all without configuration.