Consultation Forms

Everything you need to do your best work, before they're through the door.

Build the consultation form your business actually needs, assign it to the right service, and let Pro-cess send it, chase it and flag the answers that matter, all before the appointment. Medical history, vaccinations, behaviour, spayed or neutered: ask once, keep it on the pet, and never go in blind again.

Diary, Snip Doggy Dogg
Pro-cess diary day view showing dog photos, breeds, services and times for a grooming salon

A real grooming diary: every dog's photo, breed, service and time on one screen. You see the dog before it's through the door.

Auto-sent
When a form's missing
6 months
Or any expiry you set
Flagged
Answers that need a look

Figures based on feedback from early Pro-cess customers (UK trade and service businesses, 2025-2026). Individual results vary.

How it works

Everything you need, nothing you do not.

Ask exactly what you need

Medical history, previous grooming, vaccination dates, spayed or neutered, known aggression. Build the form from text answers, yes/no questions and multiple choice. No fixed template, no fields you'll never use.

A form per service, not one for everything

A cat groom can ask different things to a dog groom. Assign each form to a service, or a specific variant, and the right questions go to the right customer.

It chases the form for you

When a booking comes in, Pro-cess checks every pet on it for a valid form. If there isn't one, it emails the customer the right form automatically. You don't lift a finger.

Forms that expire

Set how long a form stays valid, say six months, and Pro-cess re-requests it when it lapses. Your records never go stale, and nobody gets asked twice for no reason.

Flag the answers that matter

Tell Pro-cess which answers need a second look: a bite history, vaccinations out of date, a medical note. The submission gets flagged on your dashboard so it's impossible to miss.

Signed, and on the record

Ask for a signature where you need one. Answers land on the customer and pet record, and the pet's photo shows on the diary, so you know exactly who's walking in.

See how different industries use Consultation Forms

Ready to try Consultation Forms?

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