Less paperwork
at hello.
Send forms ahead. Clients complete them on their phone. You see what still needs attention.
The right form.
For the right visit.
Link an active, required form to a service. Matching visits show what’s needed—even those already booked.
Waxing Consent
Chemical Peel Consent
Illustrative service-to-form setup
A form request does not prevent booking.
Signed. Sent.
Yours to review.
A link by email or text. Their own phone. No login.
“Before your visit,Chemical Peel ConsentIllustrative request wording
please complete your form.”
Submitted is a step.
Your team still reviews the answers.
Know what’s
still missing.
Today and the next two business days. See unfinished forms beside the visit, then send a link or help the client fill one in.
Read it.
Resolve it.
Return a form with a reason. The client corrects it and signs again. Your team reviews and approves.
“Please complete
the allergies field.”
A clear reason.
A clear next step.
- 01Return with a reason
- 02Client corrects and re-signs
- 03Your team reviews again
Approval locks answers. Later template edits can still change older questions and labels.
A few useful details.
Before you switch
- Forms don’t prevent booking. Check-in warnings can be skipped.
- No conditional questions, multiple languages or signed PDF yet.
- Reviewing on iPhone opens the web app.
Your business reviews the wording. Forms are not legal advice or a compliance guarantee.
Plan the switchBuilding your forms
- Start blank or adapt a spa, salon, medspa, lash & brow or wellness starter. Review its wording before use.
- Add, edit, remove and reorder fields. Choose from 20 types, including choices, signatures, initials and photos you can mark up.
- Duplicate, preview, archive with undo, and restore templates. Duplicates start inactive.
- Requested before booking, required before check-in, or both; once, yearly or every visit. Eligible submitted forms can be reused. For manual requests, leave the form optional. Before-booking requests do not prevent booking.
Sending and completing
- Send or resend a visit’s forms link and see when it last went out. New links last 30 days; resending a valid link does not extend it.
- Booking confirmations and reminders can include unfinished forms. Sending depends on contact details, consent and channel settings.
- Clients see what the visit needs and what’s done. Answers save as they go; signatures can be typed or drawn, and photos or files attached.
- Clients can also see outstanding forms and complete them in their Client Portal.
Review, access and records
- Choose which forms need review, who reviews them and whether a reviewer signs. Permissions control who can read answers and manage forms.
- A returned form keeps the client’s answers and your correction reason. Notices with a link to fix it depend on available email or text channels.
- Submissions store version information, but later template edits can change older questions and labels. Approval locks answer edits; it does not freeze the whole document.
- Submission time, IP address and browser/device details are recorded as metadata, not verified device identity.
On your iPhone
- Build, edit, duplicate, preview, archive and restore templates from blank or a starter.
- See a visit’s forms, add one, remove a draft, or fill it in. Removing a draft does not waive a required form.
- Send a forms link from a visit or a reminder from the client record.
- Hand the phone to a client to complete forms. Keeping the rest of the app locked requires the phone’s passcode or device authentication.
- Read answers when permitted, or just the status. Reviewing opens the web app.
Send it. Sign it. See it come back.
Use a sample form in your demo. No preparation needed.