Intake and consent forms arrive signed before the appointment.
The digital intake form comes with the booking confirmation, and your customer signs on their own phone. If they forgot, they fill it in at the counter. A required form only lets the appointment start once it is signed.
One appointment, three moments
Tap one14:30
LALena Albers
Lash lift with tint
Forms
Allergy test
Required before treatment
Requested
Tue, 10 Nov, with the booking confirmation
Waiting for the signature
The reminder brings the link again.
The calendar shows the yellow clipboard.
Form firstLena booked online. The link came with the confirmation, and she fills it in on her phone whenever it suits her and signs with a finger.
Five ways to a signature
Most of the time the link arrives by itself. For everything else there is a way at the counter.
With the booking
When someone books a service with a form, the confirmation brings the link, and the reminder brings it again while the form is still open. The online booking's success page shows it right away.
Link valid until 7 days after the appointment
Share the link
From the appointment by WhatsApp, text or email. “Send by email” sends one email with every open form of the appointment.
Link valid until 7 days after the appointment
QR code at the counter
Your customer scans the code with their phone camera. Once they have signed, the till shows it in place of the code.
Code valid for 30 minutes
On the till tablet
“Fill in here” hands your customer the tablet. The till stays locked meanwhile, and only the person signed in gets back in, with their PIN.
Session valid for 30 minutes
On paper
Upload the signed sheet in the dashboard or photograph it with the tablet. It counts as a signature.
Scan or photo
Emails only go to customers who allowed emails from your location. An address the team typed in gets no email; that is what the other four ways are for.
From the paper form to a digital form
You don't start from scratch: templates for intake forms and consent forms are included. Next to the questions, the preview shows what your customer sees on their phone.
- Intake form templates
- New client form, beauty intake form, patch test for hair colour, lashes and brows, permanent make-up, laser and IPL, microneedling, tattoo and piercing consent form, foot care, massage, naturopathy and physiotherapy, photo release and cancellation agreement.
- Paste the text of your paper sheet
- Every line becomes a question or a block of text, by fixed rules, no AI. If the text asks about health, Terminz switches on the consent for it right away.
- Photograph the blank sheet
- Minz copies the printed text from the photo. You read every line, and nothing is saved until you create the questions.
- Question by question
- Yes or no with follow-up questions, choices, text, number, date or a tick box to confirm. Anything important, like an allergy, later shows at the top of the appointment.
- Questions the team fills in
- Colour, mix, batch number or the result of the allergy test go into the same form after the treatment. Your customer never sees these questions.
Day to day
So nobody finds out at the counter that something is missing.
Calendar, Today and the till app
A clipboard on every appointment
Yellow with “Form missing”: a required form is not signed yet.
Grey: another form is still open.
Grey tick: every form of the appointment is signed.
The sign updates by itself as soon as a form is signed.
Forms → Activity → Upcoming
What's missing tomorrow goes out today
The list shows the open forms of the next seven days, sorted by day, and for each row whether an email has gone out. One button sends the link to everyone who allowed emails. The till app has the same list under More → Forms, with “Fill in here” and a QR code.
Your home page shows how many forms are open until tomorrow.
What you decide
How long a signature lasts
Once, before every appointment, or 1 to 120 months. Next time the last answers can be filled in already, so your customer only confirms them.
Health data only for those allowed
The form asks for explicit consent. Only people with the right permission see the answers, and every time a PDF is opened it is logged.
Change it without losing old signatures
Every change becomes a new version. You choose whether existing signatures stay valid or get signed again at the next appointment.
Proof instead of a binder
Every signature becomes a PDF with timestamp and checksum. If someone starts despite an open form, the appointment shows who it was and when.
Frequently asked questions
Is the digital signature on the intake form valid?
A simple electronic signature, with a timestamp and checksum in the PDF. It records who signed which version and when. Where a law requires a written signature on paper, it does not replace that. Our templates are a starting point, not legal advice: read them and adapt them to your business.
What if my customer doesn't open the link?
The appointment shows the form as open, and the calendar shows the clipboard. Send the link again by email or share it by WhatsApp, have it filled in at the counter by QR code or on the tablet, or add the signed paper sheet.
What if an appointment needs several forms?
Then one link opens them one after another (“Form 1 of 2”) and asks for name, phone and email only once. With a package the appointment asks for each form only once.
Can I set when it has to be filled in?
Yes, 1 to 168 hours before the appointment. Anyone booking at shorter notice sees a note before booking, online and at the counter. The booking still goes through; the note never blocks it.
How long are the forms kept?
You decide how long you keep them. While your contract runs, Terminz never deletes a signed form on its own. After the contract ends they stay for 90 more days, we remind you by email before that, and until then you can export them any time as a ZIP with a spreadsheet.
Does it cost extra?
No. Forms are included in the subscription, with no charge per signature.
No more clipboard at the counter.
In the demo we show you what your intake sheet looks like as a form.