thread Re: Consultation form in Beauty & Wellness

Can I make a consultation form to add to my client's profiles?

ToriHairnSugar — Thu, 14 Nov 2024 17:06:24 GMT

Hello 🫶🏼 I have a hair salon, and I was hoping to make a consultation form that I can attach to my clients profiles. Does anyone do anything like this?

Re: Consultation form

maxpete — Sun, 14 Apr 2024 12:54:24 GMT

@ToriHairnSugar Thanks so much for your question!

Tagging @JessPoynter & @Bronze_Palms to potentially weigh in with their insight here!

Re: Consultation form

Breffni — Tue, 16 Apr 2024 06:57:33 GMT

Hi @ToriHairnSugar 🙂

Hopefully, some of our sellers can share their experiences here, but I thought I'd pop in too.

Consultation forms are a feature request at the moment, however, with Square Appointments, you can create and automatically send your contracts to collect consent from customers when they book for free.

I edited this consent form to gather 'consultation information' and it's then sent as a contract to be signed by the customer.

If you haven't seen this feature, here are the available fields and a test I just set up using a few of the options. (This is an Appointments Plus feature).

To get started :

Go to Contracts on your Online Square Dashboard
Create a contract template for a location by going Templates > Create a template.
Fill out the template and contract details, then click Save.
Once the Contract template is created and saved, go to your Square Appointments Dashboard > Select Settings > Communications.
Under Forms, click Add a form to add one of the templates you’ve previously created and saved. Click Continue.
Choose your preferences for Customers and Services, then click Save.

I hope this helps!

Re: Consultation form

christiema — Tue, 16 Apr 2024 13:14:50 GMT

I actually just use JotForm for my consultation forms. You do have to send it separately manually when a new client books but it’s free and helps me keep track. You can attach the pdf file from

Jot form to the client’s profile in square as well which makes it seamless.

Re: Consultation form

Breffni — Tue, 16 Apr 2024 13:42:23 GMT

This is another great workaround, @christiema, thanks so much for sharing.

@ToriHairnSugar sharing the link to our Australian integration with JotForm in case you'd like to explore this idea.

Re: Consultation form

Jacky_MBL — Tue, 16 Apr 2024 15:40:15 GMT

We do this as well with Square's contracts feature. Although the additional custom fields are not included in Appointments Plus anymore. That feature was moved to Invoice Plus a few months ago.

Re: Consultation form

JessPoynter — Fri, 03 May 2024 14:36:38 GMT

Because I'm a stickler for formatting and aesthetics, I do the same as @christiema and use Jotform. Being able to attach that to their profile is really handy.

Like @christiema said, it is an additional step you need to do on your own. That being said, I use zapier to automate that process for me.

Re: Consultation form

Bronze_Palms — Sun, 12 May 2024 18:53:27 GMT

Hi! I have a form, but i set this up a little differently.

I have a Google form that i created. I created a QR code from the "view my form" link on QR Code Generator.com. Then I printed that and put it on the wall for clients to scan and fill out. The form goes to my email. I am sure there is a way to add it to the Square profile, though.

The feedback I got from other sellers about contracts is sometimes the forms arent filled out prior to the appointment and they have to chase clients for them. Maybe there is a way to take your contract form on square and make the link a QR code so the info they submit will automatically port to their customer directory profile?

Re: Can I make a consultation form to add to my client's profiles?

Brennad — Fri, 25 Jul 2025 15:14:23 GMT

Why is it sometimes my client contract will be under their profile and sometimes I have to go find it under contracts and can’t get it in their profile.