Solution

Digital intake forms and waivers

The problem

What's going wrong today

Paper forms pile up at reception. Waivers signed once disappear into a folder. Practitioners start sessions without health history because intake lives in email, not on the profile.

The outcome

Build forms once in the template editor. Send by link or attach to a booking. Customers complete on their phone and answers stay on the profile forever.

How it works

Four steps to get there

1

Build your form templates

Create intake, health questionnaire, and waiver templates with the fields you need.

2

Send before the first visit

Share a public link or trigger the form from a booking confirmation.

3

Customers complete on mobile

No app install. They open the link, fill fields, and submit from any device.

4

Review on the profile

Submissions attach to the customer record and booking - visible to staff at check-in.

Related features

Explore the product

Best for:

Wellness Clinic Spa & Recovery Dance Studio

Help & guides

How to set this up

FAQ

Frequently asked questions

Everything else you need to know before you start.

Can I require a waiver before booking?

Send forms with booking confirmations and track completion on the profile before check-in.

Are submissions stored securely?

Yes. Form data is stored on the customer profile with account-level access controls.

Can guardians complete forms for minors?

Yes. Parent or guardian details can be captured on intake forms for studio and swim school enrolments.

Put this solution to work

Start the 15-day free trial. No credit card needed. See online booking, waitlists, or forms live on your own business.

Start free trial View pricing