Digital consultation forms
Digital consultation forms in minutes
Digital consultation forms let clients complete answers and sign before they arrive. With Managed, you edit your own forms, share them by link or QR code, and review responses with the client record. Forms are included on every plan, and the free Managed Forms app works on iPhone, iPad and Android.
Forms, client records and responses are included with Free. Sending by email or SMS uses message credits.
Consultation form
Cosmetic Clinic · Included on FreePre-appointment questionnaire
Goals and contact preferences, ready to review with Sophie Clarke.
Section · Your visit
What would you like to discuss at the appointment?
Long answer
Consent statement & signature
Add the wording your business has approved and a signature field.
Interactive preview. Changes stay in this preview.
Free mobile app
Download Managed Forms
Create forms, share a link or QR code and review client responses from your phone.
Start with forms on your phone, or sign in with your existing Managed account to keep forms and client records together. Email and SMS delivery uses message credits. Other business tools depend on your plan.
Ready for the conversation before the client arrives
Prepare your form, collect the answers and give your practitioner time to review them.
Example day
Set up
Make the form yours
Choose a template and arrange your sections, questions, consent statements and signature fields. Mark the answers you need as required, then check the wording with the practitioner responsible for the service.
View step details
Who: You or your team
Your clients see the form your business has approved.
Before arrival
Let clients complete it in their own time
Share the form by link or QR code, send it by email or SMS, or offer it when the client arrives.
View step details
Who: Client
Their answers stay with their client record.
Before the appointment
Start with the right information
Read the answers and previous notes. Discuss concerns with your client and record your assessment.
View step details
Who: Practitioner
Your practitioner decides whether and how to proceed.
Available plans: Forms and client records are included with Free. AI assistance is available on Starter and Growth; clinical governance is on Growth.
Start with a form for the services you offer
Browse free treatment templates, or edit questions and wording to fit your business. Your practitioner reviews the form and the client's answers.
Browse templates
Preview anti-wrinkle, filler, microneedling, PMU and lash consent forms, then open them in the free app.
Clinic consultation
Collect intake and consent information for your practitioner to review with the client.
PMU consultation
Keep consultation answers, aftercare information and touch-up plans with the client record. Aftercare documents are included with Free.
Digital consultation forms questions
Guides for building and sending forms
Choose your questions, then make it easy for clients to complete the form.
Best consultation form app
What to look for in a mobile forms app for iPhone, iPad and Android teams.
What to include in a salon consultation
Plan your questions, relevant history and consent wording before building the form.
Aesthetic consultation template
Collect treatment goals, relevant history, consent and signatures before treatment.
Move from paper consent forms
A practical rollout plan for replacing paper forms with digital ones.
Client intake form examples
Sections and examples for beauty business intake forms.
Share a form by link or QR code
See how clients can open and complete a form on their own device.
Create a form for your next client
Start with a template, make it your own and keep the answers ready for the consultation.