Intake Forms and E‑Signatures Software for Med Spas

Make first impressions feel polished, not paperwork-heavy.

With Breely, med spas can build branded intake forms, collect client details before appointments, add agreement-style form questions for terms and policies, and automate follow-up communication after submission. Forms can also be embedded directly on your website for a smoother client experience.

A smoother intake experience for every client

Your clients want glowing skin, not a clunky check-in process.

Breely helps you create modern online forms that are easy to complete and simple to manage. Use them to gather the essentials before a consultation or treatment, so your team spends less time chasing details and more time delivering great service. Breely forms are built from sections and questions, include required fields, and can be previewed before you publish.

You can collect information like:

• Client contact details
• Phone and email information
• Birthdays and appointment-related dates
• Long-form notes and background information
• File uploads for documents or images
• Agreement-style responses for policies and terms

Build forms that fit your med spa workflow

Not every service needs the same intake process. That’s the beauty of flexible forms.

Breely lets you customize forms with multiple question types and conditional logic, so questions can change based on previous answers. You can also create multiple forms for different services or appointment types, then tailor each one to the experience you want clients to have.

That means you can:

• Create separate forms for different services or consultations
• Ask only the questions that matter for that booking
• Rearrange sections and questions with ease
• Require key fields before submission
• Add branded styling with your logo, colors, and fonts

Keep bookings, forms, and client data connected

A good intake process should work hand in hand with scheduling.

Breely supports bookable event types, availability settings, and booking forms that can collect client information during the scheduling process. If you offer multiple services, different staff members, or different booking rules, you can configure forms and availability to match.

Helpful features include:

• Appointment and service-based booking forms
• Staff-specific availability
• Scheduling limits for booking, editing, or canceling appointments
• Embedded forms for a seamless website experience
• Internal-use forms for front desk or concierge-style booking

Automate the follow-up without losing the personal touch

Once a client submits a form or books an appointment, Breely can help keep things moving.

Automations can send emails or text messages after scheduling, before appointments, after rescheduling, after cancellation, or after completion. You can also update client records automatically, send Slack notifications, or connect other tools with webhooks. In other words: less manual admin, more time for actual humans.

Use automations to:

• Send intake confirmations
• Share pre-appointment instructions
• Remind clients about upcoming visits
• Notify your team about new bookings
• Update client information collected through forms

Ready to make intake feel effortless?

If your med spa is ready for cleaner forms, easier agreements, and a better client experience from the very first click, Breely can help.

Create branded intake forms, streamline scheduling, and keep communication flowing—without making your team wrestle with admin all day.

Get started with Breely and give your med spa intake process a glow-up.