Intake & Consent Forms
Intake and consent, done before they arrive.
Clients complete intake and consent digitally before the appointment, and every signed form attaches to their record next to treatment notes and photos.
Built by Karena Zolner · 25 years in beauty and wellness operations
Digital Intake Features
Paperwork that’s finished when the client walks in.
Health intake and waivers
Seamlessly captures medical history, allergies, contraindications, and policy acknowledgments for any service category.
Private by role
Access to sensitive medical responses is restricted to authorized treating providers, protecting client privacy.
A record of every view
An encrypted audit trail shows exact timestamps for when client forms are viewed or signed.
How it works
How intake and consent work in Software by Jade.
Sent before the appointment
Intake and consent go out ahead of the appointment, so the visit can start on time and the provider has read the answers first.
Signed forms on the record
Completed consent forms and liability waivers attach automatically to the client profile alongside treatment history and provider notes.
Ready for the provider
Providers can review client disclosures, health history, and signed consents before entering the treatment room.
Intake by Practice
The forms your practice actually uses.
Medspas & Nurse Practitioners
Digitally capture injectable consents, medical histories, and health disclosures that attach directly to the patient’s treatment record.
Estheticians
Streamline skin history, acid and peel contraindications, and home-care disclosures, so you start every facial fully informed.
Massage Therapists
Collect health conditions, injury focus areas, and pressure preferences ahead of time to keep session prep fast and focused.
Day Spas & Wellness Centers
Send multi-service waivers and preferences before check-in, keeping front-desk check-ins smooth and private.
Intake & Consent FAQ
Questions about digital intake and consent forms
Digital intake software replaces paper intake and consent forms. Clients fill them in online before the appointment, and the answers and signatures are stored with their record instead of in a filing cabinet.
Before they arrive. Intake and consent go out ahead of the appointment, so the visit can start on time and the provider has read the answers first.
Onto the client’s profile in Software by Jade, next to their visit history, treatment notes, and before-and-after photos. Nothing to scan or file.
Yes. Medspa patients complete intake and consent before treatment, and providers can document the visit, capture signed consent, and attach photos to the same record.
Only the roles that need them. Every team member has their own login, access follows their role, and every view is logged.
Software by Jade is in development now. Launch timing and pricing will go to the waitlist first.
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