Compliance before they walk through the door
Create forms for waivers, consents, medical history, and anything else you need captured before an appointment. Clients complete them in their own time. You stay organised and aligned with the standards that matter to your business.
Register interestTreatment consent & medical
Due before: Microneedling · Thu 14 Mar
I confirm I have read the aftercare sheet
Signed digitally · 12 Mar, 09:41
Are you currently taking blood thinners?
Notes (visible to practitioner)
History of cold sores — discussed with therapist.
Last updated by client · 12 Mar
View full historyWhat's included
Everything you need to collect, store, and revisit important information without a clipboard on the day.
Custom form builder
Design forms that match your treatments, your brand, and your obligations. Start from scratch or reuse templates across services.
Tied to the booking journey
Ask for the right paperwork at the right time, before the appointment, so nothing is left to the last minute at reception.
Waivers, consents, medical, and more
Use forms for treatment consent, health questionnaires, patch tests, cancellation acknowledgements, or anything else you need on record.
Client and practitioner access
Responses are available to both the client and your team. Anyone who needs the full picture can see it, when they need it.
View and edit any time
Details change. A client updates their medication, or you amend a note after a consultation. The record can be opened and updated from either side, with history in mind.
Built for professional standards
When your industry expects certain documents on file, you have a clear process instead of paper in a filing cabinet.
Why it matters
Less chaos on the day
When forms are done ahead of time, reception is not chasing signatures between appointments. Your team can focus on the client in front of them.
A serious impression
Digital, branded intake feels considered. It matches the level of service you already deliver in the room.
Shared understanding
Because both client and practitioner can view and update the same record, you reduce crossed wires about allergies, contraindications, or consent.
Room to stay current
Standards evolve and client circumstances change. Editable, timestamped forms are easier to defend than a one-off tick on a PDF from years ago.
In practice
Scenario
The aesthetic clinic
A new client books injectables. They receive a medical questionnaire and consent form to complete before they arrive. The practitioner reviews answers the morning of the appointment and updates a note after the consult.
Scenario
The beauty salon
Patch test and lash extension waivers are sent automatically when certain services are booked. If a client's circumstances change, they edit their responses online and your team sees the latest version before the treatment.
Scenario
The spa
A half-day package includes heat therapies. The health declaration is completed once, stored on the profile, and can be revisited before future visits so you stay consistent with your own policies.