Your intake forms weren't designed for Botox consultations
Most intake templates are built for primary care: childhood vaccines, family history of heart disease. When someone books lip filler, those questions miss the point.
Med spas sit between healthcare and hospitality. Clients expect clinical care in a premium experience, and a clunky, irrelevant intake form sets the wrong tone before the consultation starts.
What med spa intake needs to cover
A good med spa intake form captures what matters for aesthetic treatments.
Cosmetic treatment history
Ask by category instead of "list your surgeries": injectables (Botox, Dysport, fillers), laser, chemical peels, microneedling, body contouring. For each: when, who performed it, and any complications.
Allergies and skin sensitivities
Reactions to lidocaine, latex, adhesives, specific filler brands, and topical numbing agents. Skin conditions such as rosacea, eczema, melasma, and active acne, plus retinoid or blood thinner use.
Procedure-specific consent
Each treatment needs its own consent covering expected results, side effects, contraindications, and aftercare. Botox consent differs from laser resurfacing. E-signatures replace printing and scanning.
Photo consent
Separate permissions for clinical documentation and for social media or website use, as distinct signature fields, so clients can agree to one without the other. Bundling them creates liability.
Medical history with an aesthetic focus
Autoimmune conditions, pregnancy or breastfeeding, keloid scarring, cold sore outbreaks, and medications (especially anticoagulants). A focused section gets answered more accurately than a sprawling general questionnaire.
Connect intake to booking and payment
In a good med spa workflow, booking online sends the intake form automatically. By arrival you have treatment history, signed consents, and the photo release. That's patient readiness: every form on the visit done before the client walks in.
Collecting a deposit or full payment at booking through online booking cuts no-shows, because clients with money down tend to show up.
Details that make the difference
Send forms 48 hours ahead, not the morning of. Clients answer more carefully at home than in the waiting room.
Customize by treatment. A HydraFacial client and a PDO thread lift client shouldn't see the same questions.
Prep from the intake. When your injector already knows the client had Juvederm six months ago with mild bruising, the consultation starts at a higher level.
Start from the med spa intake template and adapt it to your service menu.
Get every patient ready before they walk in.
- Forms, consents, and signatures before the visit
- Your paper forms converted by AI
- BAA included