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

Give clients a smoother start before they ever step into the spa. With digital intake forms, built-in signature fields, and flexible booking flows, you can collect the details you need, keep things organized, and make check-in feel wonderfully calm. Breely forms support client info collection, dynamic form logic, appointment booking, and digital signatures that are timestamped and uneditable once signed

A better intake experience for clients and staff

Spa guests want easy. Your team wants complete information. Good news: both can happen at the same time.

With online forms, you can collect:

• New client details
• Phone and email information
• Waivers and consent agreements
• Health or preference notes
• Uploaded files or documents when needed
• Appointment selections as part of the same flow

Breely forms include client contact fields, phone and email validation, file upload options, and appointment booking questions, so your intake process can do more than just ask a few boxes to behave

Built-in e-signatures that keep things tidy

Need clients to sign before their visit? Breely includes a signature question type that lets clients sign or type their name directly on the form.

Once a signature is added:

• The form is digitally signed
• A timestamp is applied
• The submission becomes uneditable
• A PDF copy of the signed form can be downloaded

That means less paperwork, fewer loose ends, and a much cleaner intake trail for your spa team

Smart forms that feel personal

Not every spa service needs the same questions. A massage intake may need different details than a facial, body treatment, or membership consultation.

Breely forms support conditional logic, so questions and sections can appear based on earlier answers. You can also create multiple forms for different services and customize the design with your branding, colors, fonts, logo, and imagery

This helps you create forms that are:

• Shorter for clients
• More relevant to the service
• Easier for staff to review
• Better aligned with your brand

Connect intake with booking and follow-up

A great intake form should not live on an island.

Breely lets you combine forms with booking, embed them on your website, or share them by direct link. You can also automate follow-up by email or SMS after a form is submitted or around appointment status changes like scheduled, rescheduled, or canceled

That means your spa can:

• Let guests complete intake while booking
• Keep forms on-brand and on-site
• Send reminders automatically
• Reduce front-desk back-and-forth

Designed to make the front desk feel lighter

When intake forms, signatures, and scheduling work together, your team spends less time chasing paperwork and more time creating a polished client experience.

Breely also supports previewing forms before sharing and keeping forms private unless you intentionally share the link, which is helpful for internal or concierge-style workflows too

Ready to give your spa a smoother intake process with digital forms and e-signatures? Start building a client-friendly flow that looks polished, works hard behind the scenes, and keeps paperwork pleasantly out of the way.