Unlock hundreds more features
Save your Form to the Dashboard
View and Export Results
Use AI to Create Forms and Analyse Results

Forgot Password?
Get Started
OR
Sign UpLogin With Facebook
Sign UpLogin With Google

Digital Consultation Form Template

Effortlessly gather client information for seamless consultations

Are you struggling to collect and manage client information efficiently? This digital consultation form template is designed to help professionals in salons, barbershops, and other service industries streamline the consultation process effortlessly. By using this template, you can improve client satisfaction, reduce wait times, and easily track client needs-all while ensuring a user-friendly experience. Plus, it features WCAG-aligned labels for accessibility. Try using the live template to see its benefits firsthand.

Use this Template (FREE) Live Preview
Full name
Email
Phone number
Company or organization
Website URL
Industry
Please Specify:
Which digital channels do you currently use?
Website
Online store
Blog
Social media profiles
Email marketing
Paid ads running
Analytics/tracking installed
None
Briefly describe your top challenges or questions
What are your primary goals for this consultation?
Increase leads
Increase online sales
Improve brand awareness
Improve website performance
Launch a new product/service
Get a strategy or audit
Not sure
Other
Please Specify:
Which areas are you interested in exploring?
Please Specify:
What is your estimated budget for this project?
Under $1,000
$1,000-$5,000
$5,000-$10,000
$10,000-$25,000
$25,000+
Not sure
When would you like to get started?
As soon as possible
Within 2 weeks
2-4 weeks
1-3 months
3+ months
Not sure
Preferred consultation date
Preferred consultation format
Phone call
Video call
In person (if available)
No preference
How did you hear about us?
Referral
Search engine
Social media
Online ad
Event or webinar
Marketplace/listing
Existing client
Prefer not to say
Other
Please Specify:
Anything else we should know?
Type your full name to sign
Signature date
I consent to be contacted about this inquiry
Yes
No
{"name":"Full name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Full name, Email, Phone number","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
paper art illustration depicting a digital consultation form template for FormCreatorAI article

When to use this form

Use this template before a first appointment or any remote assessment. It suits salons, spas, and clinics that need clear client goals, photos, and health info in one place. Send it after a website inquiry, add it to confirmation emails, or pair it with scheduling to cut back-and-forth. Hairstylists can screen for color history and allergies; estheticians can review routines and skin concerns; body sculpting pros can check contraindications. You can link it from your Beauty saloon online booking form to qualify leads, then follow up with a Customized skincare routine form for tailored plans. The result: faster decisions, fewer surprises at check-in, and better outcomes.

Must Ask Digital Consultation Questions

  1. What result are you hoping to achieve and by when?

    This sets a clear target and timeline so you can tailor the plan and set expectations. It also helps you estimate budget and prioritize steps that deliver the most impact first.

  2. Do you have any medical conditions, allergies, or sensitivities we should know about?

    Safety comes first; this question flags contraindications before you recommend treatments or products. For chemical services, it supports the checks you would confirm on a Hair color consent form.

  3. What services or products have you used in the last 6 months, and what were the results?

    Past outcomes reveal what works, what failed, and what to avoid, saving you and the client time. For sculpting leads, you can route detailed answers to the Body contouring consultation form .

  4. Can you upload clear photos or a short video of the area, taken in good light, without filters?

    Visuals let you assess suitability and set realistic expectations without a back-and-forth email chain. They also help you match shades, textures, or techniques more accurately.

  5. If we recommend a plan today, how would you like to move forward?

    Asking for the next step reduces friction and turns interest into action. Offer options like book now, request a quote, or ask follow-up questions so you keep momentum.

More Forms

Copy/Edit Form Send to Recipients Make a Form w/AI Form Builder Must Ask Questions
  • 100% Free - No Catches
  • Collect Responses Today
  • Tailor to your Look & Feel