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Templates / Hairdressers and barbers

Patch test consent and every stylist’s paperwork, from one link.

Customers forget their patch test forms and stylists forget their insurance, so you end up chasing between appointments. Docsroom asks once, gives everyone their own link and reminds whoever has not replied.

8 templates80 requestsWritten for hairdressers and barbers

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Eight templates for hairdressers and barbers

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 appointment11 requests11 requests
New customer starter checklistChloe Palmer · new customer9 of 11 back
  • About you
  • FormCustomer details6 questionsAssigned to CPChloe Palmer, customerFrom Kellyin 2 daysComplete
  • DecisionAppointment reminderstext or emailAssigned to CPChloe Palmer, customerFrom Kellyin 2 daysComplete
  • QuestionHow you heard about usone lineAssigned to CPChloe Palmer, customerFrom Kellyin 3 daysReady to check
  • Hair and health
  • QuestionAllergies or skin reactionsto dye, latex or productsAssigned to CPChloe Palmer, customerFrom Kellyin 2 daysReady to check
  • QuestionScalp or skin conditionseczema, psoriasis, soresAssigned to CPChloe Palmer, customerFrom Kellyin 3 daysComplete
  • QuestionHealth we should know aboutpregnancy or medicationAssigned to CPChloe Palmer, customerFrom Kellyin 3 daysAwaiting reply
  • UploadA photo of your hair nowin daylight if you canAssigned to CPChloe Palmer, customerFrom Kellyin 4 daysReminder sent
  • Before you come in
  • ApprovalPatch test consentfor colour customersAssigned to CPChloe Palmer, customerFrom Kellyin 4 daysComplete
  • ApprovalCancellations and no-showsread and approveAssigned to CPChloe Palmer, customerFrom Kellyin 5 daysReady to check
  • ApprovalPhoto consentyes or noAssigned to CPChloe Palmer, customerFrom Kellyin 5 daysReady to check
  • UploadInspiration photoscuts or colours you likeAssigned to CPChloe Palmer, customerFrom Kellyin 5 daysComplete
Staff starter checklistfor new salon staff · before their first day11 requests11 requests
Staff starter checklistAmara Nwosu · stylist9 of 11 back
  • About you
  • QuestionRight to work share codeif you have oneAssigned to ANAmara Nwosu, stylistFrom Kellyin 3 daysComplete
  • UploadProof of identitypassport or licenceAssigned to ANAmara Nwosu, stylistFrom Kellyin 3 daysComplete
  • QuestionEmergency contactname and numberAssigned to ANAmara Nwosu, stylistFrom Kellyin 4 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to ANAmara Nwosu, stylistFrom Kellyin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to ANAmara Nwosu, stylistFrom Kellyin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to ANAmara Nwosu, stylistFrom Kellyin 5 daysAwaiting reply
  • ApprovalSalon handbookread and approveAssigned to ANAmara Nwosu, stylistFrom Kellyin 6 daysReminder sent
  • Skills and kit
  • UploadQualification certificateNVQ, VRQ or diplomaAssigned to ANAmara Nwosu, stylistFrom Kellyin 6 daysComplete
  • UploadColour training certificateif you have oneAssigned to ANAmara Nwosu, stylistFrom Kellyin 7 days1 file sent
  • ApprovalChemical safety and skin careread and approveAssigned to ANAmara Nwosu, stylistFrom Kellyin 6 daysReady to check
  • DecisionTunic or smock sizepick your sizeAssigned to ANAmara Nwosu, stylistFrom Kellyin 6 daysComplete
Colour and patch test packfor colour customers · before the colour appointment10 requests10 requests
Colour and patch test packFiona Campbell · colour and patch test8 of 10 back
  • Patch test
  • QuestionPast reaction to hair dyeyes or no, then detailsAssigned to FCFiona Campbell, customerFrom Kellyin 2 daysComplete
  • ApprovalPatch test consentread and approveAssigned to FCFiona Campbell, customerFrom Kellyin 2 daysComplete
  • DecisionPatch test visitpick a dayAssigned to FCFiona Campbell, customerFrom Kellyin 3 daysReady to check
  • QuestionPatch test resultreaction within 48 hoursAssigned to FCFiona Campbell, customerFrom Kellyin 5 daysReady to check
  • Your hair history
  • FormColour history6 questionsAssigned to FCFiona Campbell, customerFrom Kellyin 3 daysComplete
  • QuestionHome dye or hennalast time and colourAssigned to FCFiona Campbell, customerFrom Kellyin 3 daysAwaiting reply
  • QuestionPerms, relaxers or keratinany in the last yearAssigned to FCFiona Campbell, customerFrom Kellyin 3 daysReminder sent
  • UploadPhoto of your rootsin natural lightAssigned to FCFiona Campbell, customerFrom Kellyin 4 daysComplete
  • Your colour
  • UploadThe colour you wanta few photosAssigned to FCFiona Campbell, customerFrom Kellyin 5 days1 file sent
  • DecisionRegrowth visitsevery 4, 6 or 8 weeksAssigned to FCFiona Campbell, customerFrom Kellyin 5 daysReady to check
Self-employed chair rental packfor stylists renting a chair · before their first day here10 requests10 requests
Self-employed chair rental packImran Hussain · chair rental8 of 10 back
  • About you
  • FormBusiness details6 questionsAssigned to IHImran Hussain, barberFrom Kellyin 3 daysComplete
  • QuestionUTR numberten digitsAssigned to IHImran Hussain, barberFrom Kellyin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to IHImran Hussain, barberFrom Kellyin 3 days1 file sent
  • Qualifications and cover
  • UploadHairdressing or barbering NVQLevel 2 or 3Assigned to IHImran Hussain, barberFrom Kellyin 4 days2 files sent
  • UploadPublic liability insurancecurrent certificateAssigned to IHImran Hussain, barberFrom Kellyin 4 daysComplete
  • UploadPAT test for your dryersclippers, dryers, tongsAssigned to IHImran Hussain, barberFrom Kellyin 5 daysAwaiting reply
  • TableProducts you will useone row for each productAssigned to IHImran Hussain, barberFrom Kellyin 5 daysReminder sent
  • Working here
  • ApprovalChair rental agreementread and approveAssigned to IHImran Hussain, barberFrom Kellyin 6 daysComplete
  • ApprovalRules for chair rentersread and approveAssigned to IHImran Hussain, barberFrom Kellyin 6 daysReady to check
  • DecisionDays you rent the chairweekdays, weekends or bothAssigned to IHImran Hussain, barberFrom Kellyin 6 daysReady to check
Bridal and party hair packfor brides and wedding parties · as soon as the date is booked9 requests9 requests
Bridal and party hair packGrace Hopkins · wedding hair7 of 9 back
  • The day
  • FormWedding details6 questionsAssigned to GHGrace Hopkins, brideFrom Kellyin 3 daysComplete
  • QuestionGetting ready addresswhere we should set upAssigned to GHGrace Hopkins, brideFrom Kellyin 4 daysComplete
  • DecisionTrial datepick a day for the trialAssigned to GHGrace Hopkins, brideFrom Kellyin 5 daysReady to check
  • UploadDress and headpiece photosfront and back if you canAssigned to GHGrace Hopkins, brideFrom Kellyin 6 days2 files sent
  • Your hair
  • QuestionHair length and typeas it is todayAssigned to GHGrace Hopkins, brideFrom Kellyin 4 daysComplete
  • UploadHair ideasstyles you loveAssigned to GHGrace Hopkins, brideFrom Kellyin 5 daysAwaiting reply
  • The wedding party
  • TableWedding party hair listone row for each personAssigned to GHGrace Hopkins, brideFrom Kellyin 7 daysReminder sent
  • ApprovalBooking and deposit termsread and approveAssigned to GHGrace Hopkins, brideFrom Kellyin 7 daysComplete
  • ApprovalTravel and cancellation termsread and approveAssigned to GHGrace Hopkins, brideFrom Kellyin 8 daysReady to check
Apprentice starter packfor new apprentices · before the apprenticeship starts10 requests10 requests
Apprentice starter packJack Holland · apprentice8 of 10 back
  • About you
  • FormApprentice details6 questionsAssigned to JHJack Holland, apprenticeFrom Kellyin 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to JHJack Holland, apprenticeFrom Kellyin 3 daysComplete
  • QuestionRight to work share codeif you have oneAssigned to JHJack Holland, apprenticeFrom Kellyin 3 daysReady to check
  • Pay and tax
  • QuestionNational Insurance numberone lineAssigned to JHJack Holland, apprenticeFrom Kellyin 3 daysReady to check
  • FormBank and tax details6 questionsAssigned to JHJack Holland, apprenticeFrom Kellyin 4 daysComplete
  • Training
  • FormTraining provider details5 questionsAssigned to JHJack Holland, apprenticeFrom Kellyin 4 daysAwaiting reply
  • UploadMaths and English resultscertificates or gradesAssigned to JHJack Holland, apprenticeFrom Kellyin 5 daysReminder sent
  • DecisionCollege or training daypick your dayAssigned to JHJack Holland, apprenticeFrom Kellyin 5 daysComplete
  • Agreements
  • ApprovalApprenticeship agreementread and approveAssigned to JHJack Holland, apprenticeFrom Kellyin 6 daysReady to check
  • ApprovalSalon rules and dress coderead and approveAssigned to JHJack Holland, apprenticeFrom Kellyin 6 daysReady to check
Product supplier account setupfor product suppliers · before the first order8 requests8 requests
Product supplier account setupKestrel Hair Wholesale · new supplier6 of 8 back
  • Their details
  • FormTrade account details6 questionsAssigned to DWDean Webb, sales repFrom Kellyin 3 daysComplete
  • UploadPrice listcurrent, with pack sizesAssigned to DWDean Webb, sales repFrom Kellyin 4 daysComplete
  • UploadColour chartshades and numbersAssigned to DWDean Webb, sales repFrom Kellyin 4 days1 file sent
  • QuestionDelivery daysand cut-off timeAssigned to DWDean Webb, sales repFrom Kellyin 4 daysReady to check
  • Safety and terms
  • UploadProduct safety data sheetsfor colours and bleachAssigned to DWDean Webb, sales repFrom Kellyin 7 daysComplete
  • UploadBusiness insuranceproduct liability coverAssigned to DWDean Webb, sales repFrom Kellyin 7 daysAwaiting reply
  • ApprovalTrade termsread and approveAssigned to DWDean Webb, sales repFrom Kellyin 8 daysReminder sent
  • QuestionReturns and breakageshow it worksAssigned to DWDean Webb, sales repFrom Kellyin 8 daysComplete
Yearly salon safety and insurancefor the salon · each year, before renewal11 requests11 requests
Yearly salon safety and insuranceMarlow Street Hair · yearly pack9 of 11 back
  • Insurance
  • UploadPublic liability insurancecurrent certificateAssigned to TWTracey Wood, salon ownerFrom Kellyin 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to TWTracey Wood, salon ownerFrom Kellyin 7 daysComplete
  • TableChair renters’ covername, insurer, end dateAssigned to TWTracey Wood, salon ownerFrom Kellyin 9 daysReady to check
  • Safety
  • UploadElectrical safety testPAT certificateAssigned to TWTracey Wood, salon ownerFrom Kellyin 10 days2 files sent
  • UploadFire risk assessmentsalon and back roomAssigned to TWTracey Wood, salon ownerFrom Kellyin 10 daysComplete
  • UploadCOSHH assessmentscolours, bleach, permsAssigned to TWTracey Wood, salon ownerFrom Kellyin 12 daysAwaiting reply
  • UploadMusic licencePPL PRS certificateAssigned to TWTracey Wood, salon ownerFrom Kellyin 12 daysReminder sent
  • QuestionRazor and sharps disposalhow and who collectsAssigned to TWTracey Wood, salon ownerFrom Kellyin 12 daysComplete
  • Records
  • ApprovalHealth and safety policyread and approveAssigned to TWTracey Wood, salon ownerFrom Kellyin 14 daysReady to check
  • QuestionFirst aid box checkeddate of last checkAssigned to TWTracey Wood, salon ownerFrom Kellyin 14 daysReady to check
  • QuestionAccidents and near missesyes or no, then detailsAssigned to TWTracey Wood, salon ownerFrom Kellyin 16 daysComplete

Written for hairdressers and barbers. 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

Patch tests sorted before the visit

Each customer gets their own link for the allergy questions and patch test consent, so the answers are in before they sit in the chair.

Stylist and chair renter paperwork

Qualifications, insurance and tax details for every stylist come back to one list, each with the date it arrived.

Yearly safety records chased for you

Send the yearly safety pack early, and Docsroom chases whoever has not replied until each one is in.

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