By Specialty

Patient Intake for Med Spas

Polished digital intake for aesthetic and wellness clinics

Medical spas operate at the intersection of healthcare and hospitality, and your intake experience should reflect that. Formisoft provides sleek, branded digital intake forms that capture medical history, cosmetic treatment goals, skin concerns, contraindications, and aesthetic preferences—all while delivering the polished, professional experience your clients expect. No more clipboards in a luxury waiting room.

Get started Talk to sales

Consent documentation is especially critical for med spas offering injectables, laser treatments, chemical peels, and body contouring procedures. Formisoft's consent workflows present procedure-specific risks, expected outcomes, pre-treatment instructions, and aftercare guidelines in a clear, client-friendly format. Clients review and sign electronically before their appointment, ensuring legal protection and informed participation without slowing down your treatment schedule.

Whether you operate a boutique aesthetic practice or a multi-location med spa brand, Formisoft scales with your business. Collect payment authorizations, membership details, and product preferences alongside clinical intake. Webhooks and API access let you connect client data to your booking and charting workflows through third-party integration platforms, creating a seamless experience from first click to first treatment.

How it works

Step 1 of 4

Brand your intake experience

Customize intake forms with your med spa's logo, colors, and messaging for a premium first impression.

Step 2 of 4

Send pre-visit forms automatically

When clients book a treatment, Formisoft sends branded intake and consent links via text or email.

Step 3 of 4

Capture procedure consent

Clients review treatment-specific consent for Botox, fillers, lasers, or peels and sign electronically from their phone.

Step 4 of 4

QR Code Access

Generate QR codes for your forms so clients can scan and start intake instantly from their phone.

Key features

Everything you need for patient intake for med spas, built into the platform.

Cosmetic Treatment History

Capture prior aesthetic procedures, injectables, laser treatments, and surgical history with dates and provider details.

Procedure-Specific Consent

Pre-built consent templates for Botox, dermal fillers, chemical peels, laser resurfacing, and body contouring with e-signatures.

Skin and Health Screening

Medical screening questions identify contraindications like pregnancy, blood thinners, autoimmune conditions, and allergy history.

Photo Consent and Release

Collect consent for before-and-after photography and social media usage with clear opt-in language and electronic signatures.

Premium Branded Experience

Fully customizable form design with your logo, brand colors, and custom welcome messaging that matches your spa's aesthetic.

Payment Authorization

Collect payment method on file, package purchases, and membership agreements as part of the intake flow.

Pre-Treatment Instructions

Automatically deliver procedure-specific preparation instructions when clients complete their consent forms.

Multi-Location Management

Manage intake forms, branding, and provider assignments across multiple med spa locations from a single dashboard.

Expected results

80%

Of clients complete forms before arrival

15min

Saved per client on check-in

100%

Procedure consent compliance rate

Ideal for

Medical spas and aesthetic clinics

Botox and filler practices

Laser treatment centers

Wellness and anti-aging clinics

Multi-location med spa brands

Recommended templates

Start with a pre-built template and customize it for your practice.

Med Spa Intake Cosmetic Procedure Consent Botox Filler Consent Hipaa Consent Financial Agreement

Frequently asked questions

Can I brand the intake forms to match my med spa's look and feel?

Yes. Formisoft offers full branding customization including your logo, brand colors, fonts, and custom welcome messaging. Your intake experience will feel like a seamless extension of your med spa's premium brand.

Does Formisoft have consent forms for Botox and fillers?

Yes. We provide pre-built consent templates for Botox, dermal fillers, chemical peels, laser treatments, and other common med spa procedures. Each template covers risks, benefits, contraindications, and aftercare instructions with electronic signature capture.

Can clients complete intake forms on their phone?

Absolutely. Formisoft forms are fully responsive and designed to work beautifully on smartphones, tablets, and desktop computers. Most med spa clients complete their forms on their phone in under 10 minutes.

Does Formisoft support before-and-after photo consent?

Yes. Our med spa templates include photo consent and release forms that cover before-and-after documentation, marketing usage, and social media permissions with clear opt-in language.

Can I collect payment information during intake?

Yes. Formisoft integrates with Stripe to securely collect payment methods on file, package purchases, and financial agreements as part of the intake flow.

Workflow

Ready to streamline your intake?

Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.