Intake Forms and E-Signatures for Med Spas, Without the Paper Chase

Make every first impression feel polished.

With digital intake forms, built-in agreement fields, and branded online flows, med spas can collect client details before appointments, keep forms organized, and give guests a smoother start from the very first click. Breely forms support client contact info, file uploads, required questions, conditional logic, and an “Agree to Terms” field for policy acceptance, all in one flexible form builder.

Intake that feels easy for clients

Nobody gets excited about paperwork. But a clean, well-designed intake experience? That’s a different story.

Breely forms are built in sections, can be previewed before publishing, and can be styled with your logo, colors, fonts, and background so the experience feels like part of your brand, not a clunky add-on.

For med spas, that means you can create forms for things like:

• New client intake
• Consultation requests
• Treatment preferences
• Health history questions
• Pre-appointment instructions
• Policy acknowledgements

Shorter forms for simple services. More detailed forms for consult-heavy treatments. No clipboard required.

Capture signatures, terms, and key details in one flow

When you need clients to confirm policies before booking or submitting, Breely includes an “Agree to Terms” question type that is required by default and lets you add your terms directly in the form description.

You can also collect the details that matter most with built-in question types such as:

• Name and email through client contact fields
• Phone number and date fields
• Paragraph answers for medical or treatment notes
• Yes/no questions for screening
• Dropdowns and radio buttons for service-specific choices
• File uploads for photos or documents when needed

It’s a simple way to move from scattered paperwork to one tidy digital process.

Build smarter forms for different treatments

Not every med spa service needs the same intake flow. That’s where flexible forms really shine.

Breely supports multiple forms for different use cases, and conditionals can show or hide questions based on earlier answers. So if a client marks that it’s their first visit, you can show follow-up questions. If they’re booking a specific consultation, you can tailor the form around that service.

Helpful options include:

• Separate forms for different services or consultations
• Conditional logic for dynamic follow-up questions
• Required fields to reduce missing information
• Custom thank-you pages after submission
• The ability to copy an existing form and customize it fast

That means less back-and-forth for your team and fewer surprises before an appointment.

Keep the experience polished on your website

You can share forms with a direct link, embed them directly on your website, or launch them in a pop-up. Breely also supports restricting a form so it only works when embedded on your site, which helps keep the client journey centered on your brand.

And after a form is submitted, automations can help keep everything moving with:

• Email confirmations
• SMS messages
• Appointment reminders
• Conditional follow-up messages based on form responses or appointment status

A smoother intake process for clients. A calmer front desk for you. Everyone wins.

Ready to replace paperwork with a better intake flow?

If your med spa is still juggling printed forms, manual follow-up, or patchwork consent steps, now’s a great time to simplify.

Create branded intake forms, collect agreements digitally, tailor questions by treatment, and give clients a more modern experience from the start.

Make intake feel effortless—set up your med spa forms today.