Use Case
Digital Forms & Intake for Salons and Clinics
Custom intake forms, consent forms, and client questionnaires — sent automatically before appointments.
Paper intake forms are easy to lose, hard to search, and slow down client check-in. Bella Booking's digital forms system lets you build custom forms with multiple field types, attach them to services, and have them sent automatically before appointments. Clients complete forms on their phone before they arrive — no clipboard, no pen, no delays.
Who this is for
- Beauty clinics requiring consent forms before aesthetic treatments
- Med spas with mandatory medical history intake
- Salons needing allergy or sensitivity questionnaires
- Any business that wants to collect client information before appointments
Common challenges
Paper forms create compliance risk
Lost or incomplete paper consent forms are a liability. If a client claims they weren't informed about treatment risks, you need the signed form — and paper gets misplaced.
Check-in delays with clipboard forms
Handing clients a clipboard when they arrive eats into appointment time. If the form takes 10 minutes to complete, you're already behind schedule.
No way to search or reference past responses
Paper forms in filing cabinets can't be searched. When a client returns months later, finding their previous intake form to check allergies or medical history is impractical.
Inconsistent data collection
Without structured forms, different team members collect different information. Important questions get skipped, and there's no standardisation across the team.
How Bella Booking helps
Custom form builder
Create forms with multiple sections and field types: text, textarea, email, phone, checkboxes, radio buttons, dropdowns, dates, and numbers. Structure forms logically with named sections.
Automatic form delivery
Attach forms to specific services. When a client books that service, the form is sent automatically before the appointment. Configure whether forms are required every appointment or just once.
Online completion before arrival
Clients receive a link to complete forms on their phone or computer before they arrive. Completed submissions are linked to the appointment and client profile for easy reference.
Submission tracking and history
View all form submissions per client with timestamps. Track which forms are pending, completed, or archived. Search and reference past responses when clients return.
Service-level form assignment
Different services can require different forms. A laser treatment might require a medical consent form, while a haircut might just need an allergy questionnaire — or no form at all.
Simple pricing
A beauty clinic with 4 practitioners pays just
A$79/month
Professional plan · No per-seat fees · No commission
See full pricing detailsGood to know
- *Forms do not support conditional logic (show/hide fields based on answers)
- *Form fields are not pre-populated from existing client data
- *No integration with external form platforms (forms are built and managed within Bella Booking)
Frequently asked questions
Can I require forms before specific treatments?
Yes. Attach forms to specific services and configure them as required. You can also set whether the form needs to be completed every appointment or just once (e.g., a one-time medical history vs a per-visit consent).
How do clients complete forms?
Clients receive a link via the appointment notification system. They complete the form on their phone or computer before arriving. Completed forms are linked to their appointment and client profile.
What field types are available?
Text, textarea, email, phone, checkbox, radio buttons, dropdown select, date picker, and number fields. Fields can be grouped into named sections for logical organisation.
Can I view past form submissions for a client?
Yes. All form submissions are stored against the client profile with timestamps. You can review previous responses when a client returns.
Ready to get started?
Start your 14-day free trial — no credit card required. See how Bella Booking works for your business.