A new client sits in your chair and says "just a trim, but I also want to go blonde". Now you have both a plan and a problem. I would rather know before they arrive.
Use this when
You take new clients, or your colour work needs planning time. It also helps when a stylist sees someone else's regular.
Skip it when
A regular wants the usual and nothing has changed. A plain booking request is enough there.
What it asks and why
- Reason for the visit and the goal: the real brief, in their own words.
- Length, texture and colour history: shows what the hair can take on the day.
- Last colour date and home products: helps you avoid surprises.
- Inspiration link: one photo saves a long talk.
- Sensitivities and patch test tick: the answers you must read before you mix anything.
What a client's AI would ask
"What would you love your hair to look like?" Then "What have you had done in the last year?" Then "Do you react to any hair products?" It shows the answers and sends only after a yes. See agent-fillable forms.
Read the chemical history first, then the sensitivity answer. Keep your normal checks in the salon. The form records what clients say. It does not replace them. After the visit, ask for a salon feedback form response, and take the next appointment through a salon appointment form. More ideas are in forms for salons and spas.
Questions
Can I use it for barbers too?
Yes. Rename the options to cuts and fades, and drop the colour questions you do not need. A shorter form is easier to finish.
Does the form run a patch test?
No. It records what the client says about reactions, plus a tick that a patch test may be needed. You run the test in the salon.
How far ahead should I send it?
Send it when the client books. Read the answers before the visit so you can plan the time and the products.