Onboarding Questionnaire Your Contact InformationTell me who I’ll be working with and the best way to reach you.Your Name *Email Address *Phone Number *Business Name *Professional TitleWhich best describes your business? *Hairstylist / ColoristBarberNail TechnicianEsthetician / Skincare ProfessionalLash / Brow ArtistMassage TherapistTattoo ArtistOther Independent Beauty or Wellness ProfessionalBusiness Address / Suite Number *Public Business PhonePublic Business EmailCurrent Website or Booking LinkInstagram URL or UsernameFacebook Page URLGoogle Business Profile URLWhere are you in your business journey? *I’m newly independent or opening soonI’m established but need a better online presenceI’m moving from another booking platformI’m rebranding or changing locationsBranding and Visual StyleYour website should feel like your business—not like a generic salon template.Upload Your LogoUpload the best-quality version you have. PNG with a transparent background is ideal. PDF is also welcome.Choose FileNo file chosenDelete uploaded fileDo you need help with a simple text-based logo? *No, I already have a logoYes, I would like a simple text-based logoI’m not sure—please advise mePrimary Brand ColorSecondary / Accent ColorChoose the styles that feel most like your brand *Select up to three.Clean and MinimalWarm and WelcomingModern and BoldLuxury and RefinedBoho and OrganicCreative and ArtisticClassic and TimelessEdgy and AlternativeDescribe the look and feeling you wantA few sentences are plenty.Upload Brand InspirationOptional: screenshots, mood boards, business cards, menus, or examples you like.Choose FileNo file chosenDelete uploaded fileYour Story and Ideal ClientsThis gives me what I need to write a website that sounds like you.Tell me about yourself and your business *Write naturally. I’ll shape this into polished website copy.What services or specialties are you known for? *Describe your ideal clientWhat makes your business different?Service AreaServices, Pricing, and Appointment LengthsAccurate service information is essential for configuring online booking correctly.How would you like pricing displayed? *Show exact pricesShow starting pricesShow price rangesDo not display prices publiclyList every service you want available for online booking *One service per line is easiest. You may also upload an existing service menu below.Upload an Existing Service MenuOptional: upload a PDF, screenshot, spreadsheet, or photo of your current menu.Choose FileNo file chosenDelete uploaded fileWhich services require consultation or approval before booking?Which services can overlap or process while you serve another client?Will you require deposits or payment when clients book? *No payment required at bookingA fixed deposit for selected servicesA percentage deposit for selected servicesFull payment for selected servicesI’m not sure—please recommend a setupCurrent Payment ProcessorSchedule and Booking RulesI’ll use this information to build a calendar that matches how you actually work.Regular Working Days *MondayTuesdayWednesdayThursdayFridaySaturdaySundayRegular Working Hours *Include different hours for each day, breaks, school pickup, lunch, or recurring unavailable times.Minimum Notice Required for New BookingsHow Far Ahead May Clients Book?Default Buffer Between AppointmentsMaximum Appointments Per DayShould clients be allowed to reschedule online? *YesNo—contact me directlyYes, but only before a cutoff timeRescheduling / Cancellation CutoffDo you use Google Calendar? *Yes, and I want booking synced with itYes, but I do not want it connectedNoI’m not sureGoogle Calendar Email AddressKnown Closures, Vacations, or Recurring Blocked TimesClient Communication and PoliciesClear policies and automatic reminders help reduce confusion and no-shows.Which appointment notifications do you want clients to receive? *Booking confirmationEmail reminder 24 hours beforeEmail reminder 48 hours beforeText-message reminders, if supportedRescheduling confirmationCancellation confirmationFollow-up / review requestCancellation and No-Show Policy *I can help polish the wording, but I need the rules you want enforced.Late Arrival PolicyOther Client PoliciesBooking Confirmation MessagePhotos, Reviews, and Website ContentGood photos and proof of your work will make the finished site much stronger.Upload Photos for the WebsitePlease include a headshot, workspace photos, and examples of your work. Original full-size images are best.Choose FileNo file chosenDelete uploaded filePhoto NotesReviews or Testimonials to FeatureFrequently Asked QuestionsAnything Else the Website Must Include?Website, Domain, and Business GoalsThese final details help me plan the build and launch.Do you already own a domain name? *YesNoI’m not sureDomain NameDomain Registrar or Login NotesWhat is the main goal of your new website? *What would make this project feel successful to you?Ideal Launch Timeline *Please select an optionAs soon as reasonably possibleWithin 2–3 weeksWithin 4–6 weeksI have a specific launch dateNo firm deadlineSpecific Launch Date or EventFinal Notes or QuestionsContent and Project Confirmation *I confirm that the information and files submitted are mine to use or that I have permission to use them. I understand that final pricing, features, timelines, and launch requirements will be confirmed separately before work begins.Submit My Onboarding QuestionnaireYour Form Has Been Saved
