Digital Consultation Forms

Client Intake & Consultation Forms

Collect mandatory medical, allergy, and custom intake forms before checkout.

Attach customizable digital intake forms and waivers to specific products or services. Clients fill in allergy details, treatment goals, and digital signatures seamlessly during booking.

PRO INCLUDED TIER

Included 100% Free with Whizzly Pro (£24.99/mo)

£2.99/mo on Whizzly Starter
LIVE VISUAL PREVIEW
Digital Consultation & Waiver Form
Consultation Ready
Patch test completed 48 hours prior
No skin allergies or active contraindications
Digital Signature: Sarah Miller✓ Signed
PLAIN ENGLISH EXPLANATION

Why Your Business Needs This

01 · What It Does

Digital Consultation & Waiver Forms

Mandatory digital consultation, medical history, and custom intake questionnaires completed by clients before confirming their booking.

02 · Why It Matters

Digital Intake Questionnaires & Secure Records

Having clients fill out paper forms upon arrival takes up treatment time and creates messy filing. Digital forms ensure consultation details and consent are organized before appointments.

03 · The Bottom Line ROI

Ensure Complete Digital Consultation Records

Saves consultation time before appointments and maintains accurate, timestamped consent forms for your records.

How It Works in 3 Simple Steps

Zero coding or complicated setup required. Runs smoothly in the background.

1

1. Build Custom Form

Add text fields, allergy checkboxes, photo uploads, and signature pads.

2

2. Client Completes at Booking

Required fields are filled in directly during the online booking flow.

3

3. Stored in Client CRM

Form responses attach automatically to the customer profile in your dashboard.

Key Features & Capabilities

Everything built into this powerup out of the box:

Custom field builder (Text, dropdowns, checkboxes, date of birth, photo upload)
Mandatory digital customer signature capture on touchscreens and phones
Allergy & patch test verification checkboxes
Auto-attach responses to appointment booking tickets
GDPR-compliant secure customer medical record storage
Per-service form assignment (e.g. Laser Hair Removal vs Standard Cut)

Built for Every Business Archetype

How UK stores, salons, takeaways, and trade brands use this tool daily:

💉

Aesthetics & Clinics

Collect medical history, consent waivers, and contraindication questionnaires.

🐶

Pet Care & Boarding

Capture emergency vet contacts, dietary requirements, and vaccination records.

🏋️

Personal Trainers

PAR-Q fitness readiness questionnaires and injury disclosure forms.

Frequently Asked Questions

Common questions answered in plain English.

Yes! Clients can sign with their finger or stylus directly on their phone screen.

Unlock Client Intake & Consultation Forms for Your Store

Included 100% Free with Whizzly Pro (£24.99/mo) along with 30+ other powerups and 1,000 monthly AI tokens, or available modularly on Starter.

14-Day Free Trial 1-Click Instant Activation Multi-Store Sharing
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