Docsroom

Templates / Beauty salons

Consultation forms and patch tests, back before the treatment.

Therapists lose treatment time to missing consultation forms and unanswered patch test questions. Docsroom asks the customer once, gives every person their own link and reminds whoever has not replied.

8 templates80 requestsWritten for beauty salons

Start freeFree for 14 days, no card.
Your kit

Eight templates for beauty salons

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new customers · before their first treatment11 requests11 requests
New customer starter checklistLauren Baker · new customer9 of 11 back
  • About you
  • FormContact details5 questionsAssigned to LBLauren Baker, customerFrom Jadein 2 daysComplete
  • QuestionEmergency contactname and numberAssigned to LBLauren Baker, customerFrom Jadein 2 daysComplete
  • DecisionAppointment reminderstext, email or noneAssigned to LBLauren Baker, customerFrom Jadein 3 daysReady to check
  • Consultation
  • FormSkin and health consultation10 questionsAssigned to LBLauren Baker, customerFrom Jadein 2 daysReady to check
  • QuestionAllergies and sensitivitiesproducts, latex, nutsAssigned to LBLauren Baker, customerFrom Jadein 3 daysComplete
  • QuestionMedication and skin creamsincluding retinolAssigned to LBLauren Baker, customerFrom Jadein 3 daysAwaiting reply
  • QuestionPregnant or breastfeedingyes or noAssigned to LBLauren Baker, customerFrom Jadein 3 daysReminder sent
  • QuestionRecent sun or sunbed usein the last two weeksAssigned to LBLauren Baker, customerFrom Jadein 4 daysComplete
  • Consent
  • ApprovalTreatment consentread and approveAssigned to LBLauren Baker, customerFrom Jadein 4 daysReady to check
  • ApprovalCancellation policyread and approveAssigned to LBLauren Baker, customerFrom Jadein 5 daysReady to check
  • ApprovalPhoto consentyes or noAssigned to LBLauren Baker, customerFrom Jadein 5 daysComplete
Staff starter checklistfor new therapists · before their first day11 requests11 requests
Staff starter checklistNicola Barker · beauty therapist9 of 11 back
  • About you
  • QuestionRight to work share codeif you have oneAssigned to NBNicola Barker, therapistFrom Jadein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to NBNicola Barker, therapistFrom Jadein 3 daysComplete
  • QuestionEmergency contactname and numberAssigned to NBNicola Barker, therapistFrom Jadein 4 daysReady to check
  • Pay and contract
  • FormPayroll and bank details6 questionsAssigned to NBNicola Barker, therapistFrom Jadein 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to NBNicola Barker, therapistFrom Jadein 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to NBNicola Barker, therapistFrom Jadein 5 daysAwaiting reply
  • ApprovalTherapist handbookread and approveAssigned to NBNicola Barker, therapistFrom Jadein 6 daysReminder sent
  • Qualifications and skills
  • UploadBeauty therapy qualificationLevel 2 or 3 certificateAssigned to NBNicola Barker, therapistFrom Jadein 6 daysComplete
  • UploadExtra treatment traininglashes, nails, peelsAssigned to NBNicola Barker, therapistFrom Jadein 7 days1 file sent
  • UploadFirst aid certificateif you have oneAssigned to NBNicola Barker, therapistFrom Jadein 7 days2 files sent
  • ApprovalHygiene and cleaning routineread and approveAssigned to NBNicola Barker, therapistFrom Jadein 6 daysComplete
Lash and brow patch test packfor lash and brow customers · before a lash or brow treatment10 requests10 requests
Lash and brow patch test packHolly Barnes · lash lift and tint8 of 10 back
  • Patch test
  • QuestionReaction to tints or glueyes or no, then detailsAssigned to HBHolly Barnes, customerFrom Jadein 2 daysComplete
  • ApprovalPatch test consentread and approveAssigned to HBHolly Barnes, customerFrom Jadein 2 daysComplete
  • DecisionPatch test daypick a day and timeAssigned to HBHolly Barnes, customerFrom Jadein 3 daysReady to check
  • QuestionPatch test resultreaction within 48 hoursAssigned to HBHolly Barnes, customerFrom Jadein 5 daysReady to check
  • Your eyes and lashes
  • QuestionEye conditions or surgerystyes, infections, surgeryAssigned to HBHolly Barnes, customerFrom Jadein 3 daysComplete
  • QuestionContact lenses or glassesyes or noAssigned to HBHolly Barnes, customerFrom Jadein 3 daysAwaiting reply
  • UploadPhoto of your lashes noweyes open, natural lightAssigned to HBHolly Barnes, customerFrom Jadein 4 daysReminder sent
  • Your look
  • DecisionLash styleclassic, hybrid or volumeAssigned to HBHolly Barnes, customerFrom Jadein 5 daysComplete
  • UploadLash or brow inspirationa photo or twoAssigned to HBHolly Barnes, customerFrom Jadein 5 days1 file sent
  • ApprovalAftercare adviceread and approveAssigned to HBHolly Barnes, customerFrom Jadein 5 daysReady to check
Self-employed room rental packfor therapists renting a room · before they start using the room10 requests10 requests
Self-employed room rental packKiran Sandhu · room rental8 of 10 back
  • About you
  • FormTherapist business details6 questionsAssigned to KSKiran Sandhu, therapistFrom Jadein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to KSKiran Sandhu, therapistFrom Jadein 3 daysComplete
  • Qualifications and cover
  • UploadTreatment qualificationsevery treatment you offerAssigned to KSKiran Sandhu, therapistFrom Jadein 4 days1 file sent
  • UploadPublic liability insurancecurrent certificateAssigned to KSKiran Sandhu, therapistFrom Jadein 4 days2 files sent
  • UploadProfessional indemnityfor the treatments you doAssigned to KSKiran Sandhu, therapistFrom Jadein 5 daysComplete
  • UploadCouncil licenceif your council needs oneAssigned to KSKiran Sandhu, therapistFrom Jadein 5 daysAwaiting reply
  • Working here
  • TableTreatments you will offerone row for each treatmentAssigned to KSKiran Sandhu, therapistFrom Jadein 6 daysReminder sent
  • DecisionDays you will rentpick your daysAssigned to KSKiran Sandhu, therapistFrom Jadein 6 daysComplete
  • ApprovalRoom rental agreementread and approveAssigned to KSKiran Sandhu, therapistFrom Jadein 6 daysReady to check
  • ApprovalSalon hygiene rulesread and approveAssigned to KSKiran Sandhu, therapistFrom Jadein 7 daysReady to check
Six-monthly health updatefor regular customers · every six months, before booking8 requests8 requests
Six-monthly health updateZoe Stevens · six-month update6 of 8 back
  • What has changed
  • FormUpdated consultation8 questionsAssigned to ZSZoe Stevens, customerFrom Jadein 3 daysComplete
  • QuestionNew medicationincluding skin creamsAssigned to ZSZoe Stevens, customerFrom Jadein 3 daysComplete
  • QuestionNew allergies or reactionssince your last visitAssigned to ZSZoe Stevens, customerFrom Jadein 3 daysReady to check
  • QuestionPregnant or breastfeedingyes or noAssigned to ZSZoe Stevens, customerFrom Jadein 4 daysReady to check
  • QuestionSkin concernsanything new to look atAssigned to ZSZoe Stevens, customerFrom Jadein 4 daysComplete
  • Consent
  • ApprovalUpdated treatment consentread and approveAssigned to ZSZoe Stevens, customerFrom Jadein 5 daysAwaiting reply
  • ApprovalPhoto consentyes or noAssigned to ZSZoe Stevens, customerFrom Jadein 5 daysReminder sent
  • DecisionHow we reach youtext or emailAssigned to ZSZoe Stevens, customerFrom Jadein 6 daysComplete
Skincare and nail supplier setupfor skincare and nail suppliers · before we stock anything8 requests8 requests
Skincare and nail supplier setupLarkfield Skin Supplies · new supplier6 of 8 back
  • Their details
  • FormSupplier details6 questionsAssigned to MIMark Ingham, sales repFrom Jadein 3 daysComplete
  • UploadProduct cataloguewith sizes and codesAssigned to MIMark Ingham, sales repFrom Jadein 4 daysComplete
  • QuestionMinimum order and deliveryone lineAssigned to MIMark Ingham, sales repFrom Jadein 4 daysReady to check
  • QuestionTraining on offerproduct or treatmentAssigned to MIMark Ingham, sales repFrom Jadein 5 daysReady to check
  • Safety and terms
  • UploadSafety data sheetsfor every productAssigned to MIMark Ingham, sales repFrom Jadein 7 daysComplete
  • UploadCosmetic safety reportsfor skincare we sellAssigned to MIMark Ingham, sales repFrom Jadein 7 daysAwaiting reply
  • UploadInsurance certificateproduct liabilityAssigned to MIMark Ingham, sales repFrom Jadein 8 daysReminder sent
  • ApprovalSupply termsread and approveAssigned to MIMark Ingham, sales repFrom Jadein 8 daysComplete
Yearly insurance and licencesfor the business · each year, before insurance renews12 requests12 requests
Yearly insurance and licencesAshdown Beauty · yearly pack9 of 12 back
  • Insurance
  • UploadPublic liability insurancewith treatments listedAssigned to VLVicky Long, salon ownerFrom Jadein 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to VLVicky Long, salon ownerFrom Jadein 7 daysComplete
  • TableRoom renters’ covername, insurer, end dateAssigned to VLVicky Long, salon ownerFrom Jadein 9 daysReady to check
  • Licences
  • UploadSpecial treatment licenceif your council needs oneAssigned to VLVicky Long, salon ownerFrom Jadein 10 days2 files sent
  • UploadMusic licencePPL PRS certificateAssigned to VLVicky Long, salon ownerFrom Jadein 10 daysComplete
  • UploadClinical waste contractsharps, if you have themAssigned to VLVicky Long, salon ownerFrom Jadein 12 daysAwaiting reply
  • UploadIPL or laser local rulesif you offer themAssigned to VLVicky Long, salon ownerFrom Jadein 12 daysReminder sent
  • Safety
  • UploadElectrical safety testPAT certificateAssigned to VLVicky Long, salon ownerFrom Jadein 12 daysComplete
  • UploadFire risk assessmentincluding treatment roomsAssigned to VLVicky Long, salon ownerFrom Jadein 14 days1 file sent
  • UploadCOSHH assessmentsnails, peels, waxes, tintsAssigned to VLVicky Long, salon ownerFrom Jadein 14 days2 files sent
  • ApprovalHealth and safety policyread and approveAssigned to VLVicky Long, salon ownerFrom Jadein 14 daysComplete
  • QuestionAccidents and reactionsyes or no, then detailsAssigned to VLVicky Long, salon ownerFrom Jadein 16 daysAwaiting reply

Written for beauty salons. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Consultation forms before the treatment

Each customer answers the health and skin questions on their own link, so the therapist has it all before they walk in.

Therapist paperwork without the chasing

Qualifications, insurance and council licences arrive in one list, each with the date it came in.

Patch tests and consent on record

Every patch test consent and treatment approval is kept with the date it was given, ready if you ever need to look back.

Not quite you?

Type your kind of work. If we have its kit, it opens straight away. If not, we write one with AI or show the closest we have.

Or see every kit and the solutions.

More kits like this

Dog groomers7 templates · 61 requestsGyms and personal trainers8 templates · 80 requestsHairdressers and barbers8 templates · 80 requests

Send your first new customer starter checklist today.

Free for 14 days, no card. Build it as it is written above and see what comes back.

Start freeBook a walkthrough