Digital Forms, Consent & Waivers

Eight field types: short text, long text, multiple choice (single select), multiple choice (multi-select), dropdown, yes/no, signature, and info block (display-only text).

Yes. The signature field type provides a drawing pad where clients draw their signature directly in the browser. Signatures are captured and stored with the submission.

Yes. Both form previews and completed submissions have a Print button that opens a print-friendly layout. You can print directly or save as PDF.

When a form is active with auto-send enabled, the system automatically creates a pending submission each time a matching appointment is confirmed. The client is notified via email and SMS.

Yes. When manually sending a form, the appointment link is optional. You can send to any client at any time.

Open the submission from the form editor, the client profile, or the appointment to see when it was sent. For a form the client has not completed, use Resend link to send the original request again by email and SMS — it reuses the same submission, so there is no duplicate — or Copy link to share the completion link yourself. Sending reports a per-channel result so you can see exactly what was sent, and why anything was skipped (for example, no email on file, a bounced address, a channel turned off, or the SMS allowance used).

Existing submissions are preserved as they were. Changes only apply to new submissions going forward.

Bella Booking (Professional plan), Fresha, Mangomint, Zenoti, Phorest, Shortcuts, Mindbody, and Kitomba (Platinum/Diamond) include digital forms. Vagaro charges an add-on fee. GlossGenius restricts forms to the Gold plan. Boulevard includes forms on Prestige but charges ~$55/month as an add-on on lower plans. Timely offers forms via a separate companion app. Square Appointments, Booksy, Setmore, and Treatwell have no form builder.

Consent forms are strongly recommended for any treatment involving chemicals (colour, perms), skin contact (facials, waxing, laser), or medical procedures (injectables, microneedling). They document client allergies, medical conditions, and informed consent. Under the Australian Privacy Act 1988, businesses must handle personal health information carefully. Digital forms provide a clear audit trail and are easier to store than paper.

Any form type: intake questionnaires for new clients, consent forms for chemical or cosmetic treatments, medical history forms, allergy disclosures, photo consent waivers, and aftercare instruction acknowledgements. With 8+ field types including multiple choice, dropdowns, info blocks, and electronic signatures, you can build forms for any purpose.

When creating a form, you choose whether it is sent every appointment or once per client. "Every appointment" is ideal for consent forms where you need the most recent medical history. "Once per client" is ideal for intake questionnaires or allergy disclosure forms that only need to be completed once.