Skip to content

Built into the CRM, not bolted onto it

Document Management for Salons and Clinics: Consent Forms, Bridal Agreements and Invoices on the Client Record

The paperwork a salon generates is small, constant and scattered. A patch-test note in a register at the desk. A consent form for a peel in a drawer. A bridal package agreement in somebody's email. A before photo in a therapist's camera roll. A GST invoice in the billing software. Five places, one client, and only one of the five is searchable by anyone other than the person who made it. The fix is not a better drawer.

Start free Book a 20-min demo

Where a clinic's paperwork actually ends up

Aesthetic and chemical treatments carry real obligations: medical history, known allergies, a patch test taken forty-eight hours before a colour, a signed consent for a peel or a laser sitting, and photographs taken before a course begins. Kept on paper and personal phones, it is fine until the day it is needed. A reaction on day two, or a client unhappy after four sittings, is exactly when nobody can find the signed sheet or the photograph taken beforehand.

Bridal is the same weakness wearing commercial clothes. The package, the headcount, the venue, the advance receipt and the balance terms are usually agreed over chat and confirmed by voice. When the party turns up with six more faces than were quoted, or the balance is disputed at seven in the morning at the venue, the salon argues from memory against a family on the biggest day of its year.

Files attached to the client, not filed in a folder

Everything hangs off the client or the deal: medical history, consent, the patch-test note, before and after photographs, the bridal agreement with its advance receipt, membership terms and the GST invoice raised from the same record. Version history makes the third revision of a bridal quote clearly the live one, so what the family received is a matter of record. Stage checklists stop a laser deal reaching its first sitting while consent is still outstanding. Documents can be requested over WhatsApp from the record, with the returned file attaching to that same history, and an audit trail shows who uploaded what and when.

More on the capability itself: Quotes and Invoices. More on this industry: CRM for salons and spas.

A first laser consultation, before anything is switched on

New client, new course, paperwork closed on the same day.

  1. 1The consultation opens a record, and the medical history form and consent are requested over WhatsApp from it.
  2. 2The signed form comes back into that thread and attaches to the client, dated and visible to whoever sees her next.
  3. 3The checklist for the first sitting will not clear until both the consent and the patch-test note are on file.
  4. 4Before photographs upload from the phone at the chair, and the invoice for the course is raised against the same record.

One price, one plan: ₹899/user/month + GST on annual billing. The Free Forever plan carries one user and 200 leads with no card and no expiry, which is enough to run this workflow on your own data before anyone signs anything.

What else this team uses

The same capability, other industries

Questions teams ask

Try it on your own data

Import a list, run the workflow above, and see what it looks like with your names on it. Setup takes 15 to 30 minutes.

Start free Book a 20-min demo