Efficient client intake and management can make or break your appointment prep. Enter StyleSeat Forms – the unsung hero of streamlined operations for your business. In this blog, we’ll introduce StyleSeat Forms, how forms can impact your business, and why you should start using them today. Plus, we’ll tackle the problems with traditional forms and explore how to access and utilize these modern marvels.

What are Forms?

Forms are structured documents used to gather essential information from clients prior to the service appointment. These can be digital or paper-based, typically covering personal details, service preferences, service history, and waivers for consent.

What are the benefits of using Forms?

By leveraging the power of well-crafted forms, you can ensure clients feel valued and understood when they walk through your door. Let’s explore the benefits of Forms and how they can transform your business:

Streamlined Information Gathering: Collects all necessary details about the client upfront, including contact information.

Enhanced Client Experience: By asking consultation questions and encouraging inspiration photos, forms help Pros offer personalized services based on client preferences and history.

Improved Efficiency: Start your appointment on the right note! Forms reduce wait times, prevent unexpected delays, and ensure that all necessary information is readily available.

Legal Protection: For those who perform esthetics or other services that require waivers, forms provide documented consent and acknowledgment of policies.

Why should you use Forms for your business?

Using client intake forms makes appointment prep easier and allows you to organize your client information. Here are some reasons why you should start using intake forms: 

Specialties Matter: Whether you specialize in haircuts, skincare, or wellness therapies, intake forms allow for customized service offerings tailored to each client’s needs.

Consistency: Ensures that all team members have access to the same information, leading to consistent service delivery.

Client Safety: Knowing a client’s medical history and allergies can prevent adverse reactions during treatments.

What are the problems with traditional forms?

Traditional forms can be time-consuming, as you must print more when you run out and have a stack of paper forms collecting on the receptionist’s desk. Here are some other reasons you should ditch the traditional forms:

Lack of Customization: Generic forms often need to capture specific details relevant to your services.

Lack of Organization: Paper forms can quickly become disorganized, misplaced, or damaged.

Wastes Time Right Before Appointment: Filling out forms in the waiting area can be time-consuming and frustrating for clients eager to start their appointments.

Paper Forms: Storing, organizing, and retrieving paper forms could be more convenient and efficient.

How does StyleSeat Forms work?

Build your form in minutes with our intake form builder! You’ll start by selecting the desired recipients— new clients, returning clients, or everyone. Then, you’ll select if you want this form to be completed by clients receiving selected services, or all of the services you offer.

Finally, the fun part! Customize your form by selecting questions types to get the answers you need from clients. These are the question types you can choose from with StyleSeat Forms:

Multiple Choice: Looking for a specific response type? Use this question type to get the answers you need.

Free Response: The type is perfect if you’re looking for clients to share their service history with previous services.

Photo Upload: Set expectations before their in your chair and request a photo upload of their desired look, or what they’re currently rocking. 

Policy or Terms: Share your salon’s policy and terms with your clients before their appointment.

Signature: Protect your business by requesting signatures for salon consent forms and waivers.

How can I access StyleSeat Forms?

If you are subscribed to the Premium Plan, you can access this feature now and incorporate it into your business! If you are currently subscribed to the Basic Plan, you can upgrade your plan to access Forms and other advanced features to help level up your business.

For more information on Forms and answers to some frequently asked questions, please visit our support article for professionals.