Filled before arrival
A pre-visit link, an iPad, or the app.
Automatic risk flags
The answers you mark risky surface on the booking.
11 industry templates
Ready to use, trim what you do not need.
Signed PDF on file
Timestamped, stamped with your business, downloadable.
Risky answers surface before you start.
The answers you marked risky show up right on the booking, color-coded by severity, so your provider sees them before they begin. It is rule-based, not a guess.
- Built from the answer options you flag as risky when you make the form
- Red for a blocking risk, yellow for a caution to note
- A minor check from date of birth, flagged the same way
- Accutane within 6 months. Defer treatment until 6 months post-discontinuation.
- Treatment is contraindicated during pregnancy and breastfeeding.
Every submission in one review queue.
Each intake lands in one place. Filter to just the unreviewed or just the flagged, read the reason it flagged, and clear it in a click.
- Filter to unreviewed only, or flagged only
- See how each was filled, kiosk or pre-visit link
- View, download, or acknowledge any submission
A clean fill on any device.
The form your client sees is quick and clear on a phone, a tablet, or your lobby kiosk, right down to the signature and consent.
- 20+ field types, from allergy grids to photo uploads
- Questions that appear only when a prior answer calls for them
- A signature and per-consent initials, captured in line
Build a form with AI, or bring your own.
Start from plain words, an old PDF, or a template, then polish any question in a click.
Create with AI
Describe the form you need in a sentence and get a ready-to-edit draft.
Convert a PDF
Upload an existing PDF and get an editable digital form.
Rewrite with AI
Polish any question's wording in one click.
Everything a real intake needs.
The pieces that make it fit your chair, from the first field to the signed record.
20+ field types
Signature, photo, allergy grid, consent block.
Conditional logic
Show or hide questions from prior answers.
Pre-visit link
Sent by SMS or email at confirmation.
Send rules on the form
By service, location, or tag, at booking, on a delay, or at check-in.
Clinical field types
Fitzpatrick skin type, medication lists, allergy grids.
Minor and guardian co-sign
Guardian signature and per-consent initials.
Built for every service business.
For medical-grade work, automatic contraindication flags surface risky answers on the booking: Fitzpatrick scale, Accutane history, keloid risk, and pregnancy status, all scoped to the practices that need it.
Common questions.
Connected to your platform.
Forms attach to bookings, live on the client profile, and surface risk where your team works.
See how businesses like yours use intake forms