Hi there! I'm so excited to learn more about you and your business. This form helps me understand your needs so I can make scheduling and client management as stress-free as possible. Let's get started!
Your Info
Name:
*
First Name
Last Name
Business Name (if applicable):
Email:
*
example@example.com
Phone Number:
*
Please enter a valid phone number.
Preferred Contact Method:
*
Text
Email
Phone Call
Your Business
What services do you offer?
*
Do you work solo or with a team?
*
Solo
Team
If you work with a team, please provide the number of team members:
Where do you work from?
*
Business Hours:
*
Days/Times you NEVER want appointments booked:
*
Scheduling Details
Do you currently use a booking platform?
*
Yes
No
If yes, which one?
Would you like help setting up or optimizing your booking system?
*
Yes
No
Do you require deposits?
*
Yes
No
If yes, briefly describe your deposit policy:
How far in advance can clients book?
*
Do you want buffer time between appointments?
*
Yes
No
If yes, how much time?
Client Management
Do you currently track client details (e.g. service history, preferences, allergies)?
*
Yes
No
Would you like help organizing or building your client database?
*
Yes
No
Workflow & Communication
Would you like help creating workflows for:
New Clients
Recurring Appointments
Color Services or Consultations
All of the Above
Do you want appointment confirmations and follow-ups managed?
*
Yes
No
Preferred tone for client communication:
*
Friendly & Casual
Professional
Other
Monthly Reporting & Insights
Would you like to receive monthly reports including No-Show & Cancellation Rates, Rebooking Trends, Client Growth Insights, etc.?
*
Yes
No
If yes, is there anything specific you'd like tracked in your reports?
Which Services Are You Interested In?
Monthly Service Packages (choose one):
*
Essentials Package - $325/month
Premium Package - $575/month
Not sure yet - I'd like a recommendation
One-Time Setup Services (optional):
Booking System Setup - $225
Client Database Setup - $175
Custom Booking Workflow - $200
Final Notes or Questions
Anything else you'd like to share about your business, preferences, or goals?
Should be Empty: