Form templates for salons & spas

Salons and spas run on what the client tells you before they sit down. These templates cover the consultation, intake and booking forms behind the chair and the treatment room — hair, nails, brows, lashes, skin and massage — shared as a link, a QR code or an embed on your booking page.

62 use cases14 templates4 categories

The answers are commercial, not admin. A box dye from six weeks ago changes how long a colour correction sits in the chair; contact lenses and adhesive history change whether a lash set goes ahead at all.

Conditional logic keeps the asking short: gestational week appears only for prenatal massage, heat tolerance only for hot stones or a sauna. Every answer lands in one searchable list the next stylist can read.

60 forms salons & spas actually build

Each one starts from a template you can open and edit. Grouped by the kind of form it is.

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What salons & spas usually collect

Chemical and colour history

Previous relaxers, box dye, keratin or a Brazilian blowout, and how long ago. A colour correction quote turns on that timeline, and so does the decision to bleach at all rather than book a strand test first.

Patch tests and screening

Dye reactions and a dated patch test before any brow or lash tint, adhesive sensitivity, pacemakers before an infrared sauna, gestational week before prenatal massage. Logic shows each treatment only the questions that belong to it.

Reference images and finish

Desired shape — almond, coffin, stiletto — length and shade, with the inspiration photo attached to the same submission. Brushed-up or soft for brow lamination, voluminous or sleek for a blow-dry, and a short text field for the client who works from a whole Pinterest board.

Bridal and group bookings

Wedding date, dress neckline, veil and accessory details for a hair trial; a name and service per person for bridal party nails; child count and theme colours for a kids manicure party, so the rota can be staffed.

14 templates to start from

How to set one up

  1. 1

    Open the Salon Client Intake Form and rewrite it as a document. Cut the fields nobody at your desk reads, and put your colourists' actual questions in your own wording.

  2. 2

    Ask for the service first, then branch: curl pattern and porosity for textured hair, eye sensitivity and lens use for lashes, whether an old set needs removing before dip powder or acrylics.

  3. 3

    Give the reference photo an upload field of its own, so the bridal inspiration shot or last month's colour arrives on the submission itself. Add a tickbox recording that the client read your patch test and aftercare wording — agreement on record, not a legally executed signature.

  4. 4

    Print the link as a QR code for the mirror stations and reception, embed the form on your booking page with two lines of HTML, and reply with the same link to Instagram enquiries.

  5. 5

    Send submissions on by webhook or Zapier so a new consultation reaches your booking software one way, and build a second form from Gift Card Order Form before December.

Frequently asked questions

How do I handle patch tests for tinting and lash work?

Send the consultation form when the appointment is made, not on the day. Ask about previous dye reactions and record the date the patch test was carried out, then use logic to flag any tint or lash booking where that date is missing or falls inside the window you work to. The answers stay searchable, so the artist can check the history before touching a client.

Can clients send a photo of the colour they want?

Yes. Put an upload field on the consultation form and the photo comes in attached to the submission, so it sits beside their chemical history and desired lightness instead of in a separate message thread. Open the response to preview or download it. Add a short text field alongside for the client who would rather link a whole Pinterest board or a saved Instagram post.

Can the form take a deposit to cut down on no-shows?

Yes. Add products and priced options to the form, then collect payment through secure hosted checkout with Stripe, PayPal, or Square. Payment status is tracked alongside the response.

Is a tickbox enough for microblading consent?

It records that someone read your wording and agreed to it. There is no e-signature field, so this is an acknowledgement rather than a legally executed document. For permanent makeup, brow tattoo removal or anything with a pigment risk paragraph, check your insurer's requirements and keep a printed copy countersigned at the studio.

Where does client health information end up?

In your responses list, encrypted in transit and at rest, with EU hosting available and full GDPR compliance. For contraindication screening — lymphatic drainage after surgery, cryotherapy with a cardiac history, prenatal massage — use an end-to-end encrypted form. A photo of a thinning scalp attached to one is encrypted the same way and only decrypts in your browser. There is no HIPAA compliance here, and no SOC 2 or ISO 27001 certification.

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Open any template above, change what you need, and publish. Free during early access — unlimited forms and responses.

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