Create one record
Keep a customer’s name and contact details together so repeat visits can use the same profile.
Product / customer records
Remember the person. Keep the context.
The next consultation should not start from zero. A customer profile gives the team somewhere to find previous visits, preferences, photos and the answers a customer has already shared.
See it in a walkthroughETALIER / ILLUSTRATIVE WORKSPACE
CW
CUSTOMER RECORD
Clara Weber
Prefers a quiet appointment.What would you like to change?
Keep the length, soften the shape, and make it easier to style before work.
Ready for the consultationClear steps.
Useful records.
Keep useful context
Add practical notes and a photo where appropriate. Keep records focused on information your team needs.
Send an intake form
Reuse a form for different customers. Share a time-limited link or send it to selected customers when email is configured.
Read the answers
Review submissions in a dialog, linked to the customer when known. The form preview lets you check the experience before sharing.
Reusable forms. Controlled links.
- The quick-copy option creates a link with a 24-hour expiry.
- Deliveries to selected customers can use the available 48-hour option.
- Set allowed uses rather than leaving a form link available indefinitely.
Collect only the personal information you need. Your salon decides its consent, retention and access practices; a form is not a substitute for that policy.
Ask less. Learn what matters.
A practical structure for an intake form that helps the consultation instead of repeating it.
Read the guideSee how it fits your salon.
Bring your real workflow. We’ll walk through bookings, customers and the team with you.
Arrange a walkthrough