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Form templates

Consent and consultation form templates

Preview free consent and consultation form templates for common beauty and aesthetics treatments, then open them in the free Managed Forms app on iPhone or Android. Edit the wording with your practitioner, share by link or QR code, and keep every answer on the client record. There are no PDFs to print.

Free to use; paid Managed plans are optional. Email and SMS delivery uses message credits.

Consultation form

Example · Included on Free

Salon consultation

Questions, consent wording and signatures in one form.

Choose a form example view

Section · Your visit

What would you like us to know before your visit?

Long answer

Consent statement & signature

Add the wording your business has approved and a signature field.

Fictional client details. Explore the example; nothing is sent or saved.

How it works

Choose a template, approve the wording with your practitioner, then share it before the appointment.

Example day

  1. Choose

    Choose the template

    Open the form in the free Managed Forms app and adapt the sections for your service.

    View step details

    Who: You

    You start from a treatment-specific outline instead of a blank page.

  2. Edit

    Edit and approve

    Edit the questions and consent wording, then approve the version your clinic will send.

    View step details

    Who: You and your practitioner

    Clients see the form your business has approved.

  3. Share

    Share and review

    Share by link or QR code, or complete the form in person. Review answers with the client record before treatment.

    View step details

    Who: Client and practitioner

    Answers stay on the client record for the next visit.

Available plans: Forms and client records are included with Free. Email and SMS delivery uses message credits.

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. Free to use; paid Managed plans are optional. Email and SMS delivery uses message credits.

Take deposits when clients book

Protect high-value appointments with per-service deposits and cancellation cutoffs. Payments are powered by Stripe. When a deposit is refunded, the Managed fee on it is refunded too.

Already use another system? Migration is free from any provider. We'll handle the import for you, including photos and attachments, and setup help is next-day.

Form template questions

Create a form for your next client

Preview a treatment template, open it in the free Managed Forms app, or see how digital forms work in Managed.

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