Salon Intake Forms That Feel Polished — and Get Signed

Make every new-client form feel easy, professional, and on-brand. With flexible intake forms, built-in agreement fields, and client-friendly booking flows, salons can collect the details they need without the back-and-forth. Breely forms support required agreement fields, file uploads, client contact details, appointment booking, and pre-filled answers for returning clients.

Collect the Right Details Before the Appointment

Great salon visits start before the chair does. Create intake forms that gather the essentials in one smooth flow.

You can include questions like:

• Contact details such as name, email, and phone number
• Longer text responses for hair history, preferences, or concerns
• Yes/no questions for quick screening
• Dropdowns, radio buttons, and checkboxes for service-specific choices
• File uploads for reference photos or documents
• Date fields for important client information

Breely forms are built section by section, so it’s easy to keep things organized, readable, and fast to complete.

Get Clear Consent Without Making It Awkward

Need clients to confirm a policy or sign off before booking? Use the built-in Agree to Terms question type to require acceptance before they continue. It’s designed specifically for agreements and is required by default, making it a simple way to collect consent for policies such as cancellations, service terms, or other salon guidelines.

You can also:

• Make key questions required
• Add policy details directly in the question description
• Keep agreements in the same flow as booking and intake

A little clarity upfront saves a lot of “wait, what?” later.

Make New and Returning Clients Take the Right Path

Not every guest needs the same intake experience. With conditional logic, you can send new clients through a more detailed consultation flow while letting returning clients book faster. For example, forms can branch based on a yes/no question like whether someone is a new client.

That means you can:

• Route first-time clients to a consultation or meet-and-greet
• Let existing clients skip unnecessary steps
• Customize forms by service or appointment type
• Create separate forms for different salon needs

Shorter for regulars. More helpful for first-timers. Everyone wins.

Keep the Experience Smooth for Clients and Staff

Breely forms can include appointment booking directly in the form, so clients can complete intake and schedule in one place. After submission, the thank-you page can also show appointment confirmation details.

For returning clients, adding Client Login can make things even easier:

• Clients can log in with Google, Apple, or a code sent by email
• Past form answers can pre-fill automatically
• Clients can view booking history and quickly re-book
• Their appointments stay connected to their client record

That’s less retyping, less friction, and fewer front-desk headaches.

Match Your Brand and Share It Where Clients Already Are

Forms don’t have to look like, well, forms. You can customize the background, logo, theme, colors, fonts, and labels to create a more polished salon experience. Then share the form however it fits your workflow best:

• Use a direct link
• Embed it on your website
• Launch it in a pop-up
• Restrict access so it only works when embedded on your site

That gives you a clean, modern intake process that feels like part of your brand—not a detour from it.

Ready to give your salon a smoother intake process? Create a branded form, collect the right details, and get client agreements handled before the appointment even begins.