If you’re using paper forms for intakes, consultation details or capturing customer signatures for legal compliance, it’s time to consider going paperless.
With digital forms, your front desk will no longer lose time filing and retrieving forms, you’ll save valuable space, and you’ll never misplace files that can lead to loss of revenue through employee and customer pilferage. Plus, digital forms support multi-location chains with easier (and controlled) access to records so your customers can visit any center with ease.
Here are three ways you can use paperless forms to streamline processes in your salon, spa or medical spa.
1. Capture patient information with paperless forms
With digital intake forms, you can email patients their intake forms as soon as they book their appointments. Or, simply hand your customers an iPad or other tablet to complete their intake form when they arrive for their service.
Digital forms are flexible and easy to change. Customer information automatically saves to their profile, making it quick and easy for staff to access information at any center.
2. Store customer signatures
Medical spas have unique compliance requirements. Digital forms make it easy to ensure you have every customer’s digital signature on file for your own legal protection.
3. Capture consultation details digitally
Doctors and other service providers can record consultation details relevant to the customer’s appointment.
For example, a different form is available for a weight loss package versus a therapeutic massage. When customers come in for follow-up visits, service providers can access consultation details from prior visits.
Zenoti is an integrated software solution for spas, salons and medi-spas. Our mobile apps make it possible for you to go paperless with your forms. These apps work on a variety of tablets and smart phones.
If you’re a Zenoti client and would like to go paperless with your forms, contact Customer Support.