Forms & charting

Paperwork done before they walk in.

Intake and consent forms go out automatically before the visit and come back signed. Treatment charting keeps clinical notes with the client record.

  • E-signatures stored on the client profile
  • Forms sent automatically by service
  • Charting templates for skin and med-spa treatments

How it works

Everything inside forms & charting.

Sent automatically

Intake and consent forms go out with the booking confirmation, matched to the service being booked.

Signed on any device

Clients fill in and e-sign forms on their phone before they arrive, or on a tablet at the desk.

Treatment charting

Templates for skin, lash, and med-spa treatments, with structured notes and photos for each session.

Stored with the client

Every completed form is saved to the client record, easy to find and impossible to lose.