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27
votes
Answered

Client Card or In-Take Form

27
votes

It will be nice to have client card or in-take form (just like adding  a new client under Client menu) with an online URL (just like online booking). This form can be displayed on IPAD or tablet for new client sign-in to gather as much client information possible. If the client card can be customizable according to needs will be even better.

Every time client  submits the form, the client will be added under Clients and the form will reset back to take another new client.

 

Thank you

6 comments

  • YES!

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  • I agree!! A client intake form is extremely helpful when a client books beauty services. There are certain that cannot be performed based on individual reasons, and I would like to be able to filter out these clients or reschedule their appointments before they arrive at the studio.

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  • this would be amazing. ....i had a treatment at a salon that uses it and she gave me a tablet with a consultation form that i had to go through and it had a little box at the end of the consultation where i had to sign. such a brilliant idea and it save the trees ;)

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  • I have voted for this idea in the past, and now with salons re-opening from Covid-19 it is becoming required provincially for Beauty services to pre-screen clients 24hrs before their appointment. I would like to see an automatic link to a form that goes out with the 24 hr reminder email/text.

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  • YES PLEASE! We currently collect this information in another format and then have to import into Fresha as we have to collect client consent in our services - it'd be much easier if we just had some form of Fresha Client Register landing page that integrated automatically.

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  • Hey Folks 👋

    We are building an amazing solution for Consultation forms but in the meantime, we've released a simple downloadable Covid-19 form for all our users specially built around the requirements for each of our key markets🤩.

    Our PDF template can be downloaded through the Consultation forms tab in your account👍. This template can be used to set up an online google form and you can share the link with clients through Fresha’s appointment notification emails ❤️

    We also already have a suggestion for this so could you please also vote here so we can keep the voting numbers together: https://support.fresha.com/hc/en-us/community/posts/115002883529-Customized-Consultation-Forms 🙂

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