Consultation and aftercare forms
Build forms, send them before a visit, attach them to services.
Clients → Forms. SalonX comes with a hair colour consultation & patch test record; build your own with text, choices, tick boxes and a signature line.
Sending one
- From the client's record → Consultation tab → New consultation → pick the form. Fill it in together in the chair, or send it to them to do at home.
- Attach a form to a service (Services → the service → Consultations, patch tests & aftercare) and it's sent automatically when that service is booked — or, for aftercare, when the visit is completed.
Completed forms live on the client's Consultation tab, signed and dated.
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