Online consultation forms

Collect the right information, stay compliant and give clients a smoother experience

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Frively Forms give your business an easy, modern and reliable way to manage consultations, client details and treatment consent. Everything is online, paper free and stored securely, so you can focus on delivering a great service while keeping your team confident and compliant.


Frively Forms give your business an easy, modern and reliable way to manage consultations, client details and treatment consent. Everything is online, paper free and stored securely, so you can focus on delivering a great service while keeping your team confident and compliant.

Whether you are confirming a patch test, checking allergies, preparing for a facial treatment or gathering medical details, Frively Forms help you collect the information you need without slowing down your day.

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Keep every consultation clear, consistent and professional

A good consultation sets the tone for the entire appointment. Frively Forms help you create a simple, step-by-step process that your whole team can follow, so nothing gets missed and every client receives the same high standard of care.

Use them for:

Colour and chemical services

Colour and chemical services benefit hugely from a clear, guided consultation. Clients feel looked after from the moment they share their hair history, inspiration photos and desired results, giving them the reassurance that their stylist truly understands their vision. For the business, it reduces risk, supports safe product choices and ensures the team can plan the service with confidence. The experience feels curated, professional and fully aligned with the client’s expectations.

New client consultations

New client consultations give both the client and the business a smoother, more personal start. For the client, it feels like a tailored concierge service where their needs, preferences and concerns are understood before anything begins. For the business, it creates clarity, reduces risk and helps the team deliver a service that feels thoughtful and well prepared. With a well-designed new client consultation, every appointment begins with confidence on both sides and sets the foundation for a long, loyal relationship.

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“Frively Forms have made such a difference to how we work at Face Facts. Our patch tests, consent forms and treatment disclaimers now run automatically in the background, so every client gets the same high standard of care without us having to chase anything. It protects our clients, our team and the business, and it feels so much more professional. I wouldn’t run the salon without it now.”
Rachel Clarke

Facials, skin treatments and aesthetic procedures

Facials, skin treatments and aesthetic procedures deserve a calm, considered consultation. Clients feel reassured when their skin concerns, goals and sensitivities are understood in detail, creating a sense of personalised care from the very start. For the business, it ensures treatments are safe, suitable and tailored to each individual. This thoughtful, concierge-like approach builds trust, manages expectations and helps deliver results that feel both professional and truly bespoke.

Patch test confirmation

Patch test confirmation gives clients confidence that their safety comes first. It shows care, attention and professionalism before any colour or chemical service begins. For the business, it provides clear proof that tests have been completed with no adverse reactions, helping reduce risk and protect both the client and the team. This simple step adds reassurance, builds trust and keeps the whole service running smoothly.

Collect the right information before the appointment

Clients can complete their form from home using their phone, so you have everything you need before they arrive. This keeps appointments running smoothly and helps you make informed decisions about suitability, safety and expectations.

Forms can include:

  • Allergy and medical questions
  • Patch test confirmation
  • Treatment history
  • Aftercare advice
  • Consent and signatures
  • Image uploads for inspiration or reference
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Safer treatments with accurate records

All information is stored securely and linked to the client, giving you a clear history of past forms, patch tests and treatment notes. This reduces risk and builds trust with clients who want to feel well looked after.

You can choose how long forms remain valid or set expiry dates for treatments that require regular review.


Automated and flexible to match how you work

Fringly Forms can be used independently or inside Frively Software if you run your bookings through Frively.

You can:

  • Trigger forms automatically based on the treatment booked
  • Send forms manually by text or email
  • Allow clients to complete them in person with an e-signature
  • Add downloadable or embedded forms on your Frively Site

This means less admin, fewer gaps in your processes and more time spent with clients.


Templates to get you started, customisation when you need it

Choose from ready made templates written for salons and clinics, or create your own custom format in minutes. No design or technical knowledge required.

Every form feels clean, simple and easy for clients to complete.

A better experience for clients and a smoother workflow for your team

With Frively Forms you remove the paperwork, reduce the risk of missing information and make consultations feel more personal and more professional.

Your clients get a clearer, safer experience.
Your team gets a process they can rely on.
Your business gets a system that supports growth, quality and compliance.

Frequently Asked Questions

How do clients complete a Frively Form?
Clients receive a link by text or email, or they can complete the form in person. Forms are designed to work smoothly on any device, so most clients fill them in on their phone in just a few minutes.
Can forms be sent automatically?
Yes. You can set forms to trigger automatically based on the treatment the client books. For example, a patch test form can be sent when a colour service is booked, or a consent form when a facial is scheduled.
Are the forms secure?
All forms are stored digitally and securely. Only your team can access them, and everything is backed up so nothing gets lost or misplaced.
Do clients need to re-submit forms every time?
That’s up to you. You can choose whether a form stays valid for a set period or expires after each appointment. This is ideal for treatments that require regular updates.
Can clients upload photos?
Yes. Clients can add inspiration images or reference photos directly into their form, helping your team understand their expectations before they arrive.
Do I need Frively Software to use the forms?
No. Frively Forms can be used on their own. If you do use Frively Software, forms will link neatly to your bookings and client profiles, but it’s optional.
Can I create my own custom forms?
Absolutely. You can start with ready made templates or create your own questions and sections. Everything is easy to edit and tailor to your business.
Can clients sign forms electronically?
Yes. Forms include secure e-signatures, which work both online and in person.
Will this reduce paperwork in the salon or clinic?
Completely. Frively Forms are fully paper free. Everything is digital, easy to find and organised in one place, which saves time and keeps your workspace tidy.
What types of forms can I create?
Common examples include new client consultations, patch test confirmations, allergy checks, treatment consent forms, aftercare agreements and targeted treatment disclaimers.