Operations
Digital waivers and vaccination records for walk-in shops
A tattoo studio needs a signed consent form before the needle comes out. A groomer needs to know the rabies shot is current before a dog goes on the table. In a walk-in shop both checks usually happen at the counter, on paper, while the line backs up. Moving them onto the customer's phone, before they take a spot, keeps the counter clear and puts the record where you can find it later.
Why paper waivers break down at a walk-in counter
A clipboard works when one person walks in at a time. On a flash day or a Saturday it turns into a second line. Someone fills in a form while three people wait behind them, and the form goes into a folder that nobody opens again until there is a problem.
Paper also forgets. A regular who signed last spring signs again because nobody can find the old one, or does not sign at all because the counter assumes they did. A vaccination card gets a glance at the door and is never written down.
Forms on their phone, before they join
In NextUp a consent form, waiver or intake form is built from questions: written answers, yes or no, boxes to tick in agreement, a date, and a signature. You can start from a template for your trade and change any of it. The templates are a starting point, not legal advice, so check them against your local rules. Each save keeps a new version, so an old signature stays tied to the wording that person agreed to.
Each form has a rule. Ask once, every year, or every visit. A required form has to be completed before the customer can join the line or book an appointment. An optional one can be skipped. The same form appears on the door tablet for someone who does not want to use their phone.
The signed copy is filed on the client's profile with the time it was signed, so the answer to "did they sign?" is a search, not a hunt through a folder. See the product tour for how it looks.
Vaccinations and other dates that expire
Some checks are not a signature but a date. Health Records keeps vaccinations, service intervals and inspections on a client or on their pet, each with an expiry date and a photo of the paperwork. Every record shows as current, expiring soon, or expired.
Turn on the check-in gate and an expired record stops online check-in. The customer sees which record lapsed and when, so they know what to bring rather than finding out at the door. The gate is off until you turn it on. Anything due within 14 days shows as a heads-up, and staff see the alert on the staff screen when that client is in line.
What each trade tends to ask
Tattoo and piercing studios start with consent: age, health questions and aftercare, usually signed every visit. Hair salons ask about allergies and a patch test before a color or chemical service, often once a year. Barbershops use a short form for a child's haircut or a straight-razor shave.
Pet groomers pair a groom intake form with Health Records for rabies and bordetella. Repair counters use an authorization form so the customer agrees to the estimate and the terms before work starts. Each of these has a starting template in the form builder.
Setting it up
Open Consent Forms in the dashboard, pick a starter for your trade, edit the questions, and choose how often to ask and whether it is required. For expiry dates, open Health Records, find a client by name or phone, add their records, and decide in settings whether an expired one should block check-in.
Both are included on every plan. The trial is 14 days, with every feature. Start at nextupwalkin.com.