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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.

Capture patient information with paperless forms

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.

Store customer signatures - Digital signature

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.

Capture consultation details digitally

Zenoti is an integrated solution for spa management software, salon management software and medical spa software. 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.

Discover more about how Zenoti can help your salon, spa or medical spa streamline your processes, request a free demo today.


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Emily Martin
Zenoti Copywriter
A self-confessed bookworm with a passion for languages and weaving together words. Happiest when immersed in nature, either on horseback or skis, or curled up with a good thriller. Emily's writing focuses on sharing trends and insights impacting the beauty and wellness industry.
Cullie Poseria
Senior Product Marketing Manager, Fitness
Coming from a healthcare family, growing up as a competitive athlete, and being trained as a filmmaker, and MBA, Cullie brings diverse experience to her storytelling and digital business-to-business product marketing. Her writing focuses on sharing trends and insights from her experience in software, entertainment, wellness, and fitness.

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