Charting and consent, done digitally
Forms signed before the visit; notes and photos on every appointment.
Send intake and consent forms with a booking so clients complete and e-sign them from their phone before they arrive. During or after a visit, add SOAP-style notes (subjective, objective, assessment, plan), track products and dosages, and attach before/after photos. Entries can be signed to lock them as the record. Clinical fields only appear for the business types that use them.
- Custom intake & consent forms, e-signed before the visit
- SOAP-style visit notes
- Product & dosage tracking (for med spas)
- Before/after photos on each appointment
- Sign to lock an entry as the medical record
Questions about charting & forms
Can clients sign forms before arriving?+
Yes — attach forms to a booking and the client fills them out and signs from their phone ahead of time.
Is charting required for every business?+
No. Charting shows for med spas, tattoo/PMU, and wellness; salons can hide it entirely with the business-type setting.
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