Our digital forms are an easy way for you to obtain information and store information about your clients and to offer an even more personalized service to them!
❗️The Forms feature is part of Salonkee's Business Package. If you're interested, please contact Customer Support to learn more.
✨ Please note that the new features and functionalities will be launched very soon if they are not already live.
Here's how to use them:
1. ⚙️ Accessing the Forms Feature
Log in to your Salonkee account.
Once logged in, go to the Campaigns section. Please note that this feature is only available for clients with the Business pack.
If you are not a Business client yet, our Customer Success team will assist you with its activation.
In the left-hand menu, you will find the Forms option. Click on it to access the forms feature.
2. 📋 Creating a New Form
To create a new form, click on the New form button.
Give your form a name, for example, "Health Questionnaire".
You can also write a brief description that clients will see when they fill out the form.
2.1 ✨ NEW: Managing Forms Across Multiple Salons (Salon Groups Only):
If you operate more than one location, our new group-sharing settings give you full control over how forms and client responses are managed across your entire salon network. When creating or editing a form, you can now choose whether it remains exclusive to your current location or shared across all salons in your group. To help you maintain administrative control and client privacy, you can customize specific permissions to determine who can edit or delete the form template, as well as who can view completed client responses (either restricting visibility to the salon that sent the form or opening it to all locations).
⚠️ Important: Once a form is shared with your salon group, this action cannot be undone or unshared.
2.2 ✔ Form Configuration Settings
You have three options available:
Allow clients to edit answers: Activate this option if you want clients to be able to edit their answers after submitting the form.
Allow salon to edit answers: Activate this option if you want your salon staff to be able to edit client answers after submission.
Digital signature required: Activate this option if you want the client to digitally sign the form once completed. Note: This option makes the form responses non-editable in the future.
✨ NEW: CUSTOMIZE THE LOOK OF YOUR FORMS
You can choose to use Salonkee’s predefined theme or select your own brand theme colour.
How to set your brand color: Go to My Salon → Salon page → Booking widget → Configure your Color.
Once selected, your custom brand color will automatically apply across all your client forms.
2.3 💬 Adding Questions
Choose the appropriate question type from the available options by clicking "Add question":
Short text
Long text
Single choice
Multiple choice
Date
Description (useful for dividing the form into sections with a description at the beginning of each new section)
Add your questions and response options accordingly.
For example: "Do you have any allergies?
"Do you take prescription medication?" (Single choice: Yes or No)
"Do you have any allergies?" (Multiple choice: Latex, eggs, nuts, shellfish, and others [enter custom text])
"Describe how you want your hair done" (Long text)
"What is your date of birth?" (Date)
You can mark certain questions as Must answer if you need a mandatory answer for them
Optionally, you can choose to Show in booking for certain questions. This is useful for important information your salon needs to know before providing the service.
3. 👀 Previewing and Saving the Form
Once you are satisfied with the form configuration, click the Preview button to see what the form will look like to clients when they answer it.
After reviewing the form, click the Save button to save your form
4. 📤 Sending the Form to Clients
Select a client from your client list, go to the Forms tab, and click the Add button to send the form via email.
A window will pop up and you have to first select the relevant form that you want the client to complete.
Once you selected the relevant form, you can choose one of several ways to send the form to clients. You can then choose to send the form to them via QR code, email, or let them fill it in on your device.
You can also set up automated emails to automatically send forms to clients based on their reservation type or other criteria.
5. 🔍 Viewing Form Responses
To view client responses to the forms, go to the Forms section.
Click on the specific form whose responses you wish to view.
You will see a list of responses along with the completion date and time.
If any changes are made to a client's responses, the form history will display these modifications
6. ✔ Managing Forms
In the forms section, you can perform various actions on each form:
Edit the form if you need to make changes.
Duplicate a form to create a copy with similar questions.
Delete a form if you no longer need it. Please note that once a form is deleted, clients can no longer respond to invitations to fill it out
Congratulations! You now know how to use forms in Salonkee. This feature allows you to create customized forms, gather important information from your clients, and streamline your salon's operations effectively..
If you have any questions, please contact our customer support team via the chat in Salonkee Pro or send us an email at support@salonkee.lu (Luxembourg), support@salonkee.ch (Switzerland), ou support@salonkee.be (Belgium).
Your Salonkee Team.