Spa Intake Forms With E-Signatures That Feel Effortless

Give clients a smooth, polished experience before they ever step into your spa. With customizable intake forms, built-in agreement fields, and online booking flows, you can collect the details you need, keep things organized, and make check-in feel a lot less clipboard-y. Breely lets businesses add forms to collect client information, customize the booking experience, and embed forms directly on their website.

Collect the Right Details Before Every Appointment

Spa visits often come with important pre-visit questions. A good intake form helps you gather information clearly and ahead of time, so your team can stay prepared and your clients can feel cared for.

With Breely forms, you can collect:

• Name, email, and phone details
• Birth date and other client information
• Long-form responses for health notes or preferences
• File uploads for relevant documents or images
• Service-specific questions for different appointment types

Breely supports a wide range of question types, including paragraph text, date fields, phone number fields, file uploads, and dedicated client contact questions.

Make E-Signatures and Agreements Simple

If your spa needs clients to acknowledge policies, consent language, or appointment terms, Breely includes an “Agree to Terms” form question built specifically for agreements. It is required by default, and you can place your terms and conditions directly in the field description so clients must check the box before moving forward.

That makes it a practical fit for:

• Consent acknowledgments
• Cancellation policy acceptance
• Treatment preparation notes
• First-visit intake confirmations

Simple for clients, helpful for your team, and no passing pens around the reception desk.

Customize Forms for Every Service

Not every spa service needs the same intake flow. A facial, massage, or consultation may all require different questions. Breely allows you to create multiple forms for specific needs, and conditionals can show different questions or sections based on earlier answers.

That means you can build forms that feel tailored instead of tedious:

• First-time visitor forms
• Service-specific intake questions
• Follow-up forms for returning clients
• Concierge or staff-only internal booking workflows

You can also preview forms before sharing them and style them with your brand colors, logo, fonts, and background visuals for a more polished client experience.

Fit Intake Forms Right Into Your Booking Experience

Breely lets you add forms to your booking flow so clients can provide information as they schedule. Forms can also be embedded directly on your website or shared with a standalone link, giving you flexibility in how clients find and complete them.

Helpful benefits for spas include:

• Fewer back-and-forth messages
• Faster front-desk check-ins
• Better-prepared staff
• A cleaner, more modern booking experience

Keep the Experience Smooth From Booking to Visit

Breely also supports automations after a form is submitted, including email and SMS messages, reminders, and customized follow-ups based on form or appointment activity.

So once a client books, you can keep things moving with less manual work and more consistency.

Ready to make spa intake easier, cleaner, and more client-friendly? Create branded intake forms, add agreement checkboxes, and give your guests a better start to every visit.