Learn · Digital Intake Forms
The complete guide to digital intake forms for beauty & wellness businesses
Quick answer
Send intake, consent, and waiver forms before the appointment. E-signed, stored on the client profile, and audit-log ready for med spa, PMU, and clinical work.
What is digital intake forms?
Send intake, consent, and waiver forms before the appointment. E-signed, stored on the client profile, and audit-log ready for med spa, PMU, and clinical work.
Why it matters for beauty & wellness pros
Digital intake forms is one of the fastest ways to reduce admin time, plug revenue leaks, and give clients a modern experience — the three levers every growing beauty business pulls first.
What's included in Beautifyx
HIPAA-friendly storage · Auto-attached to the client CRM record · Send once, save forever, reuse per visit · Templates for med spa, PMU, tattoo, doula, and more
Common mistakes to avoid
Rolling out digital intake forms without a soft-launch week, forgetting to train front-desk staff, skipping SMS confirmations, and not reviewing weekly reports for the first month.
Getting started
Start a 14-day Beautifyx trial, import your clients and services, turn on digital intake forms, and share the new experience with your top 20 clients first.