Client Intake
Collect legal name, contact, DOB, emergency contact, and occupation to aid identification and follow-up if needed.
A consistent Guide clarifies services, documents consent, reduces disputes, and helps meet state licensing and health requirements.
The Guide serves several roles across small shops and larger multi-location operations.
Each user adapts the Guide for compliance, client experience, or administrative efficiency.
| Field | Configuration |
|---|---|
| Client Name | Required text field, autofill from profile |
| Service List | Dropdown with pricing, required selection |
| Allergies | Optional multi-line text field |
| Signature | Signature field with date and audit metadata |
Ensure the platform you use supports common formats and integrations used by salons and schools.
Collect legal name, contact, DOB, emergency contact, and occupation to aid identification and follow-up if needed.
List available services with standardized names, durations, and prices so staff and clients share expectations.
Capture allergies, skin conditions, medications, or recent procedures that may affect treatment and contraindicate services.
Document tool sanitation, surface cleaning, and single-use consumables to meet health and licensing standards.
Provide short risk language for chemical, thermal, or mechanical procedures and require explicit client acknowledgment.
Include signature, date, staff ID, and audit metadata to support inspections, incidents, and billing reconciliation.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
The airSlate SignNow team has been exceptional, responsive, the API has been great.