📝 Overview
This article covers the three ways to get a form to a client; sending it automatically based on rules you set, sending or resending it manually, or filling it in together on a tablet in-store. It also walks through what the process looks like from the client's side, since they'll complete and sign every form through a secure link with no app or login required.
💡 Before You Start
The form needs to be Active — see Consultation Forms: Overview & Building a Form.
You'll need Send and view permission or higher — see Consultation Forms Permissions.
Each send uses one SMS credit, including resends.
🛠️ Setup
➕ How to Send Automatically
Set a rule once when you build the form, and Slick takes care of the rest — no one has to remember to send it. You choose:
When it goes out — as soon as an appointment's booked, a set number of hours or days before, or after the appointment (handy for aftercare or feedback forms)
Which services it applies to — every appointment, or just specific ones
How often a client needs to fill it in — every visit, or only once every few months (useful for allergy or medical history forms)
✍️ How to Send Manually, or Send Again
Click Send new form from the client's profile or the appointment to send any active form to that client, right now. If a form's already been sent and you need to send it again, use Send again from the same place.
🖥️ How to Fill In a Form In-Store
If a client's already with you and it's easier to hand them a tablet than text them a link, click Fill in store. It opens the same secure link the client would normally get by SMS.
🧑💻 Customer View
Clients never need an app or a login — just a secure link, sent by SMS, that opens straight to their form.
You can see this view yourself at any time without sending anything: click Preview while building a form, or go to Settings → Forms → Manage → Preview on any form.
They answer at their own pace, sign at the end, and submit. No printing, no scanning, no chasing.
Once a client completes their form, you'll get a notification in your activity feed — no need to keep checking back.
❓ Frequently Asked Questions
Find answers to common questions or additional details that may not be covered in the main instructions.
Does the form send the instant I book the appointment?
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Automated forms are sent by a background process, so they may not go out the very instant a booking is made — allow a little time. If you need a form to go straight away, send it manually.
Do waitlist appointments get a consultation form?
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Forms are not sent while an appointment is on the waitlist. When it is moved off the waitlist onto a real stylist, the form is sent then (if a form applies). You can also send it manually at any point.
I booked a client for tomorrow but no form went out — why?
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If a booking is created inside the rule's send window (for example a "48 hours before" rule but the appointment is tomorrow), the automatic send may not go out. Send the form manually in that case.
How many SMS credits does a consultation form use?
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One SMS credit per form. The message is kept short — including a shortened form link — so it stays within a single SMS.
Can I customize the text message that is sent with the form?
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Not at the moment.
What happens to the form if an appointment is cancelled, deleted, or a no-show?
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The form link is invalidated and no further sends go out — the same for cancelled, deleted, and no-show appointments.
If I reschedule an appointment, does the client's form link still work?
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Yes. For a before-appointment form the link's expiry tracks the appointment, so moving it later or earlier updates how long the client has to complete it. A manually-sent or after-appointment link keeps its original validity.
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