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Understanding Native Forms

Learn how native forms work in SalonBridge

Forms let you build your own client forms inside SalonBridge, share them with clients, and keep every response on file. Clients can fill them in and sign on any device, so you no longer need paper forms or a separate form tool.

How Forms work

  1. Build a form under My Business › Forms, using text, phone, email, date and choice fields, your own wording, and a signature field. Set the colours to match your brand.

  2. Share it with your client in their appointment reminder or by sending it manually.

  3. Your client fills it in on their phone, tablet or computer, signs on screen and submits.

  4. The response is saved under the form's Responses. If the form was sent from SalonBridge, it's also linked to the client and appears on their profile under Form Responses.

What you can build

  • Rows of 1 to 4 columns, so related fields can sit side by side.

  • Text, email, phone and date fields, and long text for detailed answers.

  • Radio buttons, dropdowns and checkboxes for multiple-choice questions.

  • Headings, paragraphs, logos and images, dividers and spacers for layout.

  • A signature field for clients to sign on screen.

  • Required fields, so clients can't submit without answering.

  • Your own submit button text, success message and colours.

Use cases

Form

Use it for

Client consultation

Skin type, concerns and goals before a facial or skin treatment

Medical history and allergies

Health details, allergies and medication before treatments, colour or waxing

Patch test record

Confirming a patch test was done before lash, brow or hair colour services

Treatment consent

Consent and a signature before peels, laser, injectables or tattoo removal

New client intake

Contact details, how they found you and preferences before a first visit

Waiver or terms agreement

Your cancellation, deposit or no-show policy, signed by the client

Aftercare acknowledgement

Confirming the client has received and understood aftercare instructions

Feedback survey

Client satisfaction after their appointment

Why use Forms

  • Less admin at reception: clients complete forms before they arrive, so check-in is faster.

  • No paper to store: responses and signatures are saved digitally and are easy to find later.

  • Everything on the client's profile: your team can see a client's answers before their treatment.

  • Your brand: forms use your colours, logo and wording.

Forms and JotForm

If you already use JotForm, you can still manage linked JotForm forms on the JotForm tab under My Business › Forms. SalonBridge Forms are built in, so you don't need a separate account.

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