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 ten field types (including e-signatures, file upload and a Client details block that pre-fills from the client record), 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 named sections and ten field types: short text, long text, single choice (radio), multiple choice (checkboxes), dropdown, yes/no, signature, file upload (photos and PDFs), info blocks for display-only content, and Client details. The Client details field adds the client's own name, email, phone number and date of birth, pre-filled from their record. Mark fields required or optional as needed.

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. Uploaded files land in two places for your team - on the submission and on the client's Files / Photos tabs; clients re-view them on the completed form - there is no separate documents inbox in the booking portal.

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$99/month

Professional plan · No per-seat fees · No commission

See full pricing details

Good to know

*Forms do not support conditional logic (show/hide fields based on answers)
*Beyond the client's own details (name, email, phone number, date of birth), there are no separate email, phone, date, or number field types - use short text or choice fields for those questions
*Only Client details fields (name, email, phone number, date of birth) arrive pre-filled from the client record; other answers are not carried over from earlier forms
*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-appointment 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?

Ten field types: short text, long text, single choice (radio), multiple choice (checkboxes), dropdown, yes/no, signature, file upload (photos and PDFs - up to 10 files per question, 20 MB each), info block (display-only), and Client details (the client's name, email, phone number or date of birth, pre-filled from their record). 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. Form file uploads also appear on the client's Files and Photos tabs for your team.

Read the product docs