Management software for hospitality, spas and clinics
Send before arrival
Clinic consent and health forms
Collect forms before the appointment
Digital forms, signatures, client linking and access control according to the approved process.
The demo maps configuration, permissions and integrations to the way your business operates.
What changes in the work
Send before arrival
See completion status
Attach to client record
Define who may view it
The challenge
A sensitive form needs to arrive on time, belong to the right person and be retained under appropriate access and policy rules.
The product in action
Keep information connected before and after treatment
The screens illustrate the path from sending a document for signature to keeping the approved booking and its context available to the team.
See completion status
Attach to client record
Define who may view it
A code-built interactive illustration with sample data only. It is not a customer screenshot.
Appointment calendarToday, August 5
Booking #28417Form signed
CustomerMaya
ServiceFollow-up visit
AssignmentRoom 1
- Received
- Approved
- In progress
Forms and follow-up3 / 4
- Record updated for the visitDone
- Automatic confirmation sentDone
- Resource reserved in calendarDone
- Team check before arrivalToday
Sample data onlyNot a customer screenshot
One connected workflow
From the first request to management visibility
Choose form
Send it
Complete and sign
Review
Retain according to policy
Before implementation
Map the real operation before configuring the platform.
This exposes rules, exceptions and connections that need review before a transition can be planned safely.
- 01Appointment types and service duration
- 02Roles and information-access permissions
- 03Forms, consents and pre-treatment information
- 04Treatment series, follow-ups and next steps
Questions worth checking
Before choosing a platform
Can different forms be built?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
How is a signature verified?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
Who can see the information?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
How is an old form handled?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
Clinic consent and health forms