Intake

Forms signed before the appointment, not at the door.

Intake, consent, and waivers attached to the services that need them. Sent automatically. Signed electronically. Versioned in the client file.

14-day free trial · No credit card · Cancel anytime

Attached to services

The booking knows which form to send.

Attach a form to a service once. The platform handles the delivery, the reminder, the e-signature, and the client-file attachment.

  • Per-service form triggers
  • Auto-send by email and SMS pre-appointment
  • Block booking completion until required forms are signed
  • Versioned consents with full audit trail
How it works

Builder to signed PDF in four steps.

  1. 01

    Build

    Use a template or build from scratch. Conditional logic, branching, photo upload, multi-language.

  2. 02

    Attach

    Link the form to one or more services. The booking flow does the rest.

  3. 03

    Deliver

    Pre-appointment email and SMS. Reminder if not signed by the cut-off.

  4. 04

    Archive

    Signed PDF stored in the client file. Audit log captures version, timestamp, and IP.

HIPAA posture

A note on protected health information

EstheticSense is not a HIPAA-covered entity and does not sign Business Associate Agreements at this time. Do not upload protected health information (PHI). For medical aesthetics use, store clinical records in a HIPAA-compliant EMR and use EstheticSense for scheduling, payments, and non-clinical client records only.

Read more in our security posture.

Common questions

What operators ask about consent and signatures.

Are the e-signatures legally binding?

Yes. Signatures are captured with a typed name or drawn signature, timestamped, and stored with the IP address and the document version. They meet the ESIGN Act requirements for general consent and waiver use.

Can forms send automatically before the appointment?

Yes. Attach a form to a service, and the platform sends it to the client by email and SMS at your chosen offset (e.g. 48 hours before). Unsigned forms trigger a reminder.

Can I edit a consent form without breaking past signatures?

Yes. Forms are versioned. Past signatures remain attached to the version they signed; new signatures attach to the current version. The audit trail shows which version every client signed.

What about multi-language clients?

Forms can be authored in multiple languages and served based on the client’s language preference. The signed copy retains the language the client signed in.

Can I export form responses?

Yes. Per-client, per-form, or in bulk — PDF for individual signed copies, CSV for response data.

Stop running five tools

Stop chasing signatures at the front desk.

Forms send themselves, sign themselves into the client file, and stay versioned. Included in $19/seat.

14-day free trial · No credit card · Cancel anytime