Forms

Article Summary: Learn about our form and waiver feature that allows you to improve your clients experience by easily gathering essential information before appointments with our prebuilt intake forms.

As Hair Pros, we understand the frustration of not having all the info you need, resulting in endless back-and-forth with clients. They expect one thing, you prepare for another.

Introducing StyleSeat Forms. They simplify everything. You gather key details upfront, so no more guesswork, no more back-and-forth, and no more disappointed clients.

Be well-prepared, meet expectations, and keep clients coming back for your top-notch service. Plus. It's also a convenient way for clients to communicate their preferences. We collaborated with pros like you to create the best prebuilt questions.

Currently, you can't customize the questions, but we're planning to add this ability in the future.

Benefits

Our Forms allow clients to provide more information before the appointment, giving you more insight into their needs and expectations. Here's a few benefits of using StyleSeat Forms:

Convenient Pre-built Forms
Always Be Prepared for Appointments
Create Personalized Client Experiences
Save Time with Less Back-and-Forth

Client Eligibility

You can customize who receives the intake form. Select from the following types of eligible clients:

New clients
Existing clients
All clients

View and Edit Forms

When Clients Will Receive the Form

We’ll automatically send a form to clients when they book with you for the first time with preset questions. You can choose whether to send the Form to new clients, existing clients, or everyone.

You can turn off the feature if you do not want to send Forms.

How Do Clients Receive and Fill Out the Form

Clients will see the Form they need to complete after they book an appointment with you in the appointment details section of their account under Appointments.

Once a client fills out the Form, you'll see it linked to the appointment.

Frequently Asked Questions | FAQ

Why are the questions only for hair professionals?

Right now, we are only releasing this feature to hair professionals, but plan to expand this feature to more professionals in the near future!

Why can't I send the Form?

Right now, this feature is only available for hair professionals on the Premium plan, but we plan to expand this feature to more professionals in the near future.

Can I edit these questions?

We worked with pros like you to determine questions that would be helpful to know. At this point, you can’t edit these questions, but we’re planning on building that feature in the future.

What are the questions?

Here's a view of the questions your clients will receive:

What is the current state and length of your hair?
Describe the style you wish to achieve
Describe any concerns or allergies you may have
Is this service for a child?

Can I modify the questions?

No these are the standard questions but we are planning to provide customization options in the future

How will my clients know about the Form?

Clients can see Form in their appointment details inside of their account under Appointments.

How will I know when a client completes the Form?

You would need to check the appointment details and there you will see the completed form once a client completes the form.

What are the default settings for Forms?

All hair pros have Forms ON and Send to New clients only as their default settings. Currently, the questions are geared towards Hair pros only so professional's offering other services don’t have Forms on as default.

Are these questions mandatory or optional for clients?

The questions are optional and clients can skip them.

Modified on Fri, 13 Oct 2023 at 03:37 PM