Digital intake and consent sent when the booking lands, filled on a phone, signed, and on file. Returning clients don't do it again. Different forms for different services if you want them.
The intake link goes with the confirmation. Filled on a phone, signed, on file before they walk in.
Regulars don't do it again. Unless you say so.
Cupping gets its own consent. Swedish doesn't.
None of the vendor's built-in ones you can't remove.
HIPAA-conscious storage, a copy to your business email if you want one.
Owners built intake in Word because the software's forms didn't fit, couldn't remove built-in questions, couldn't have a separate form for cupping, and asked every returning client to fill it out again.
Questions you wrote, in the order you wrote them.
"Send this form after scheduling", per service.
Not filled by the day before? The reminder says so.
A new client booking by text gets the intake link in the same conversation.
Filled or not, at a glance.
"Review every appointment request before it's confirmed" can mean after intake.
Yes, per service.
You can upload a signed PDF to the record.
Storage and transport are encrypted and access is per role. A BAA is available on Pro.
Yes: on the calendar, on the daily briefing, and as a list.
Finally, a scheduler that runs your calendar the way you would.
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