Intake forms clients actually finish.
Sent before the appointment. Stored with the client.
Paper intake forms slow check-in, end up in folders no one references, and create real liability when consent isn't documented. Digital forms need to be fast for the client to complete and easy for the team to retrieve — otherwise they end up unused, regardless of who built them.
Zelzoni forms are built for completion. Send consent, intake, consultation, or medical history forms by SMS or email before the visit. Clients fill them out on their phone in under three minutes. Signatures are captured digitally and timestamped.
Treatment notes and charts attach to each appointment, building a longitudinal record that's available the next time the client books.
What Zelzoni delivers
Standard features built around the workflows of high-performing salons.
Custom form builder for any use case
Create custom intake forms, medical questionnaires, and consent waivers tailored to your salon's services. Drag-and-drop fields allow you to build exactly what you need without complex software constraints.
SMS and email pre-visit delivery
Automatically send forms to clients via email or text before their appointment to save front desk time. The system triggers delivery based on booking confirmations or specific time intervals.
Digital signature capture with timestamping
Collect secure digital signatures on waivers and liability forms. Every signature is timestamped and locked onto the document to protect your business and comply with insurance guidelines.
Mobile-first form rendering
Ensure clients can easily complete intake forms on any smartphone or tablet. Responsive layouts make entering information quick and painless, maximizing completion rates before they arrive.
Form completion tracking
Monitor form status from the calendar so staff know if a client has completed their paperwork before the service. Pending forms are flagged, and quick-links let you open the waiver instantly.
Treatment notes and charting per appointment
Log detailed treatment notes, formulas, and progress records directly on the appointment card. Add photos and markup visual charts to track progress over multiple visits.
Longitudinal client record across all visits
Track the evolution of client preferences, treatments, and results over time in a secure timeline view. Access complete historical details whenever the client returns.
