Prepare a form for your actual services
Start with the procedures you offer and have the wording reviewed for your location. A general template does not settle local age, identification, retention or consent requirements.
Keep a retrievable record
Check that the completed form is associated with the correct client and appointment. Test retrieval and export with a sample record before replacing your existing process. Limit access to sensitive information.
Evaluate with your team
Use a sample appointment and check the handoff between artist and front desk. Confirm required plan features, connected services and record access before moving a live workflow.