Client questionnaire
A form of your own questions — allergies, health, anything. The client answers and signs through a link in an email.
Set it up in advance
Settings → Documents is a page with all the salon's documents, by kind: contracts with an invoice, instructions, questionnaires. «+ Add» opens a list of what can be added; choose the kind and type a name — the document opens at once for its text or questions and stays in the list. «Rename» and ✕ are there too. Everything is prepared in advance, before the client arrives. The client card shows only the documents made here.
Create a questionnaire
Settings → Documents → «+ Add» → Questionnaire, type a name (e.g. «Health questionnaire»). A new questionnaire already holds ready questions about allergies, pregnancy, medicines, skin conditions and recent treatments.
Your own questions
Press «Edit questions» next to the questionnaire. Add, delete and reorder questions, write a text above them and choose the type of answer:
- Yes / No;
- Yes / No + details — on «Yes» the client writes the details;
- Text answer;
- Choice from a list — choices separated by commas;
- Date.
- Required (*) — the client cannot sign until it is answered.
Languages
Questions can be written in English, Russian and Spanish — the language switch is at the top of the window. The client gets the questionnaire in the document's language.
Send it to the client
In the client card press 📄 Documents → Questionnaire → pick the questionnaire → Save → send for signature to the client's email. The client opens the link, answers, signs with a finger and agrees to sign electronically. Pro / Max
Two ways to fill it in
- By link — the SEND FOR SIGNATURE button: the client answers and signs on their own phone.
- In the salon on a tablet — open the questionnaire in the client card: every question has Yes / No buttons and fields. The client answers, ticks the consent box and signs with a finger at the bottom of the document, then press Save. Without answers to the required questions (*) the signature is not saved — they are highlighted in red.
After signing
A copy with the answers is emailed to the client and to you. In the client card under 📄 Documents → Questionnaire it opens with the answers; a «Yes» to a Yes / No question is shown in red so the stylist spots an allergy or contraindication at once. The time of signing, the address and the document fingerprint are kept.
Inside the program the same article is under Help.