client intake software
Client intake, completed before they walk in
The health history arrives the day they book, not fifteen minutes into the appointment on a clipboard.
- 14-day trial
- No card needed
- Unlimited forms
- Cancel anytime
- a month to start
- $8a month to start
- treatments, pre-written
- 13treatments, pre-written
- minutes to set up
- 10minutes to set up
Waxing consent and intake
Full name
Date of birth
Email
Phone
Have you taken isotretinoin (Accutane) in the last 6 months?
YesNo
Flagged before she sits down
The objection this page exists to answer
Client intake, completed before they walk in
Client intake software is sold to clinics, at clinic prices, bundled into practice management suites with per-seat billing and an onboarding call.
A solo massage therapist who simply wants the health history filled in before the appointment is buying a hospital to get a clipboard.
The fifteen minutes you get back
A new client filling in a paper intake form in your treatment room costs ten to fifteen minutes of an appointment they paid for. Across twenty clients a week that is four hours a month of treatment time spent watching someone write. Sending the form with the booking confirmation moves that work to their sofa, where they have their medication list in a drawer and are not being watched. Completion rates roughly double compared with a reminder sent the night before, and the answers are measurably better - people write more when nobody is waiting.
Answers that arrive in time to matter
There is a second benefit that is worth more than the time. A contraindication that surfaces a week before the appointment is a rescheduled booking and a phone call. The same answer given on the day is a wasted slot, an awkward conversation and a client who has already taken time off work. Intake completed at booking is the only version of this that lets you act on what you learn.
Conditional questions, so the form stays short
The reason paper intake forms are bad is that they have to contain the union of every question any client might need. A client booked for a blow-dry answers the same fourteen medical questions as one booked for microneedling, which is why nobody reads them properly. Here the questions branch: a facial client sees the facial screening, a massage client sees the clot and surgery questions, a client booked for both sees both. Shorter forms get honest answers, and honest answers are the entire point.
Updates instead of re-completions
The failure mode of intake forms is not the first appointment, it is the thirtieth. A thorough form at visit one and silence for two years is how a client starts isotretinoin, or has a flight, or begins a new medication, and nobody finds out. A short re-confirmation before each visit - what has changed since last time - takes the client fifteen seconds and closes the single biggest gap in long client relationships. It only works if it is a link. Nobody hands a regular a clipboard every five weeks.
Retrieval, which is the actual reason to leave paper
Search by name. Export a client's whole history as a PDF. Filter everyone with a red flag. If your board requires records to be produced on request, that is a retrievability requirement rather than a storage one, and a filing cabinet meets the second and fails the first. Records are exportable in bulk at any time, because a system you cannot leave is a system you should not join.
What this saves you
Not what the form contains - what it gives you back. Every number below is arithmetic you can check on the calculator further down the page.
Before they sit down
not halfway through
A form that collects answers and does nothing with them has solved the wrong problem. A risky answer turns the submission red and names the reason at the top, at the only moment the information is worth anything.
12 hours
a year, back in your chair
A new client filling in a paper form in your treatment room costs ten to fifteen minutes of an appointment they already paid for. Send it with the booking confirmation and that time goes back into treating, at roughly twelve hours a year on twenty clients a week.
A defensible claim
instead of a disputed memory
Most professional policies in these trades condition cover on documented screening, and a patch test you can describe is not a patch test you can produce. A timestamped record is the difference between a claim your insurer defends and one they decline.
4 seconds
from signature to aftercare email
The aftercare for their treatment lands in their inbox before they have left the chair, written for that service and editable in your words. Clients who follow aftercare heal better, complain less and rebook more - and you did nothing.
Paper vs digital
What is paper actually costing you?
0
hours a year
$0
a year
0
sheets of paper
0
Forms you would have to search through if you were sued three years from now
How long would that take from a filing cabinet?
Against $19 a month for the digital version.
Is a digital signature legally valid?
- Exact time signed
- IP address
- Device and browser
- The exact form they saw
Yes - the US ESIGN Act and the state UETA adoptions give it the same legal effect as ink. What makes it hold up is the evidence stored beside it, and a paper form in a drawer carries none of this.
Sign with your fingerDraw a signature with your mouse or trackpad
Questions people actually ask
Plans start at $8 a month billed yearly, and unlimited is $12 a month yearly or $24 monthly - for unlimited forms, unlimited clients and up to ten team members. This category is usually sold at clinic prices with per-user tiers, which is why the keywords are so expensive to bid on.
Your form is written. Come and get it.
Pick your service, and it is in your account before you have finished making a coffee. 14 days free, no card.
- 14-day trial
- No card needed
- Unlimited forms
- Cancel anytime