Intake Forms With E-Signatures That Feel as Polished as Your Spa

Give clients a smooth, professional way to book, complete intake forms, and agree to your policies before they arrive. With customizable forms, appointment booking, and built-in agreement fields, you can collect the details you need without the clipboard shuffle.

Make First Impressions Feel Effortless

Spa visits should start with calm, not paperwork.

Digital intake forms help you gather client details ahead of time, so your front desk spends less time chasing forms and more time creating a welcoming experience. You can collect:

• Contact information
• Health or service-related notes
• Preferences and special requests
• Uploaded files or reference documents
• Required policy agreements before submission

Breely forms support a wide range of question types, including paragraph fields, dates, file uploads, phone numbers, and an “Agree to Terms” field designed for client agreements.

Collect Sign-Offs Without the Paper Stack

Need clients to confirm policies, consent, or important service details? You can add required agreement fields directly into your intake flow.

The built-in “Agree to Terms” question is required by default, making it a practical way to collect acknowledgment of things like:

• Cancellation policies
• Consent to treatment
• Membership terms
• Service guidelines
• General intake confirmations

It’s simple, clear, and far easier than handing over a pen and hoping for neat handwriting.

Build Forms Around Your Spa’s Workflow

Every spa is a little different. Your forms should be too.

Breely lets you customize forms to collect general client information or event bookings, and each form can include sections with questions arranged to fit your process. It also supports logic that can skip or rearrange questions as needed, helping keep the experience clean and relevant for each client.

That means you can create forms for:

• New client intake
• Specific treatments or services
• Package or membership sign-ups
• Add-on selections during booking
• Follow-up or repeat visit updates

If clients log in, past information can also pre-fill future forms, which makes repeat bookings even easier.

Connect Intake Forms to Booking and Follow-Ups

A great intake form does more than collect answers. It should keep your day moving.

Breely forms can include appointment booking as part of the flow, and automations can send messages after scheduling, before appointments, after cancellations, or after rescheduling. That helps your team stay organized while clients stay informed.

You can also:

• Add booking forms directly to your website
• Customize the look with logos, colors, fonts, and images
• Send email, text, or webhook automations
• Tailor follow-ups to the specific form a client used

In short: less admin, more ahhh.

Keep the Client Experience Clean From Start to Finish

From booking to check-in, a polished digital flow helps your spa look organized, modern, and easy to trust.

When clients can book online, complete intake questions, and confirm policies in one place, your team gets better information and your guests get a more seamless experience.

That means fewer bottlenecks, fewer missing details, and a front desk that feels ready for the day.

Ready to Upgrade Your Intake Process?

Create a smoother spa experience with online intake forms, built-in agreements, and booking tools that help everything feel more put together. Start building a client-friendly flow that saves time and keeps the paperwork off the treatment room counter.