About this template
Streamline your client onboarding and pre-appointment process with this digital consultation form. Designed for salons, spas, and personal service providers, this template allows you to efficiently gather vital client background information, desired service outcomes, health disclosures, and styling preferences before they walk through your door.
Collecting this information digitally eliminates messy paper forms and ensures your team is fully prepared for every appointment. Use Doc2Form to instantly convert this template into a ready-to-use Google Form, customize questions to fit your specific service menu, and securely review client submissions in one organized place.
Key features
- Collect client contact info and desired service requests in advance
- Gather hair history, previous treatments, and beauty goals
- Include photo upload links for reference inspiration images
- Standardize your pre-appointment health and safety acknowledgments
- Review all client responses instantly in your connected Google Sheet
Use cases
- Pre-appointment client intake for hair salons and barbershops
- Initial aesthetic consultations for skin clinics and med spas
- Virtual styling and beauty consultation pre-screening
- Gathering signed policy agreements and safety acknowledgments
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we send your appointment confirmation and follow-up care tips?
- Phone Number (Short answer)Include your mobile number for appointment reminders and arrival text updates.
- Preferred Service Provider (Dropdown)Select the stylist or specialist you are booked with, or choose 'Any Available'.
- Interested in Virtual Consultation? (Multiple choice)Let us know if you'd like a brief video chat prior to your service.
- Requested Services (Checkboxes)Select all the services you are hoping to receive during this visit.
- Recent Hair History & Changes (Paragraph)Describe any recent chemical treatments, box dye, or significant changes to your hair over the last 12 months.
- Product Replenishment List (Paragraph)List any shampoos, conditioners, or styling products you would like us to have ready for purchase at checkout.
- Questions or Specific Details for Your Stylist (Paragraph)Share any specific concerns, sensitivities, or goals you want your stylist to know before you arrive.
- Desired Hair Results Photo (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the inspiration images you wish to share.
- Consultation Date (Date)Select today's date.
- Client Signature & Acknowledgment (Short answer)By typing your full name below, you confirm that the information provided is accurate and complete.
FAQ
What is a digital consultation form?
It is a pre-appointment questionnaire used by service providers to collect client contact details, service requests, hair or skin history, and policy agreements digitally before an appointment.
How do I customize this template for my salon?
Doc2Form instantly generates this template as a Google Form. You can easily open it in Google Forms to edit questions, add your salon's branding, and adjust service options to match your exact offerings.
Can clients upload inspiration photos?
Yes. The form includes a dedicated prompt where clients can paste links to reference photos or describe the exact look they want to achieve during their visit.
Where are client responses stored?
All submissions are automatically saved to your connected Google Sheet, giving you a secure, searchable record of every client consultation in one convenient location.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.