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Forms features

Consultation forms for client-focused businesses

Create beautifully customised digital forms in minutes, designed to fit the way your business works.

Willow Studio

Your consultation

Full name

Sarah Jacobs

What would you like to focus on?

Hydration Texture Sensitivity

I confirm the information provided is accurate.

Your signature

Complete consultation

Built into Ovatu

Form Features Built For Compliance

Drag & Drop Form Builder

Create dynamic, highly customisable forms to gather the exact information you need. Our intuitive builder is perfect for everything from initial consultations and medical history to treatment records and waivers.

Consultation formEdit form

Fields

Form preview

Full name

Treatment goals

Add a field
Watch demo

Smart Scheduling & Automation

Get the paperwork done before the appointment even begins. Automate your forms to be sent to customers at specific intervals before or after their booking, with all data saved directly to their file.

Appointment booked

Sarah Jacobs · Facial consultation

Consultation delivered

24 hours before her appointment

Completed form saved

Attached to Sarah’s customer file

Following the appointment automatically
Samantha, Capterra
It makes life so much easier as customers can book their own appointments online rather than messaging back and forward trying to organise a time that suits both of us.
SamanthaCapterra

Interactive Annotated Images

Capture more accurate information with visual aids. Provide interactive diagrams that customers can digitally mark up and draw on to better describe their needs, concerns, or treatment history.

Treatment mapIllustrative annotation
Face diagram for treatment annotations
1 · Forehead2 · Cheek3 · Jawline

Online & In-Store Flexibility

Whether your client fills them out at home via a secure link or on a tablet in-store, Ovatu’s forms make data capture simple, professional, and consistent across your entire business.

Willow Studio

Your consultation

Full name

Sarah Jacobs

What would you like to focus on?

Hydration Texture Sensitivity

I confirm the information provided is accurate.

Your signature

Form completed

Willow Studio

Thank you,
Sarah.

Consultation complete

We look forward to seeing you.

Compliance-Ready Records

Stay protected and professional. Ovatu's forms can be configured to comply with any and all regulatory and insurance frameworks you require, ensuring your digital trail is always secure.

SJ
Sarah Jacobs

Customer file · sample record

Completed forms

Initial consultation12 June · 09:42
Signed
Treatment consent12 June · 09:45
Signed
Patch test record10 June · 14:20
Signed
Stored alongside her treatment history

Scheduling & Automation

Get all relevant information before your appointment even begins by automating a scheduled form to be sent out to customers at specific time periods before or after their appointment. With all information immediately accessible in their customer file.

Facial consultation

Service form settings · preview

Send automatically

When to send

24Hours
Form sent24 hoursAppointment

Try before or after · no form is sent

Anna, Capterra
I have been with Ovatu for years. I am very impressed with the software and all the features that make running a salon much easier. The Ovatu team goes above and beyond to make the Ovatu experience easy and effective.
AnnaCapterra

More forms features

More powerful form tools

01

Comprehensive Form Types

We’ve got you covered for every scenario. Use our platform to manage patch test records, treatment disclaimers, SOAP notes, and detailed treatment history without ever reaching for a pen.

02

Instant Client File Integration

Stop wasting time on manual data entry. Every form submitted is immediately accessible within the relevant customer file, giving you a 360-degree view of their history whenever you need it.

Customer testimonials

Real feedback. Real results. Watch our customer stories below.

Holly Gould

"I am a huge advocate in working smarter and not harder… if we can have things like automation, scheduling, and appointment setting in our pocket, it's just gonna make life so much easier."

Holly Gould

Hair by Holly Gould

Bex

"I've had an increase in the frequency of bookings because the system's there 24/7. If I'm on holiday or unavailable, it just keeps rolling over. That wasn't possible before."

Bex

The Zen Den

Jennifer Turner

"I liked that Ovatu could integrate into my website seamlessly, because with all the other systems out there, you have to go to a second site and I didn't want that."

Jennifer Turner

Turn Beautiful

Claire Howard

"My no-shows are pretty much zero. The people that book in are committed. It's brought me clients that are regular, that are reliable. That's the biggest benefit for me."

Claire Howard

Claire Howard Nail Design

Anne Skelton

"If it's the middle of the night and my clients are up and they're thinking; 'Oh, I haven't booked this', they can still do it online, it's fantastic."

Anne Skelton

Serenity Holistic Therapies

Anna

"We used to just write names on paper and hope for the best — now we've got Ovatu and it's made everything so much smoother and more professional."

Anna

Berry Yoga Shala

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