Digital intake and consent forms

When this helps

Paper forms and one-off documents make it difficult to know what was requested, what a client submitted, and which version belongs to an appointment.

How Yuna helps

1. 1

   Create a form with Yuna

   Describe your intake or consent form in plain language and Yuna can build a draft with questions and signature fields. You can also start from a template or build it yourself. Review and edit the wording before use.

2. 2

   Set up automatic delivery if needed

   Link a form to a service and choose when it should be sent, including booking, confirmation, or appointment completion. For a walk-in, you can also use kiosk mode in the iPhone or iPad app.

3. 3

   Collect a signature online or in person

   Send a time-limited link for the client to complete remotely, or open kiosk mode in the iPhone or iPad app and hand them your device for in-person signing. Their completed form is saved with their client record.

Getting started

• Ask Yuna to draft a form, choose a starting template, or create one yourself; review and publish the version you want clients to use.
• For automatic remote delivery, link the form to a service and choose when it should be sent.
• Keep a client email address or phone number on file for remote delivery. In-person kiosk signing uses the iPhone or iPad app instead.

Good to know

• Form templates are tools for your business, not legal advice; you are responsible for suitable wording and consent requirements.
• Remote form links and kiosk handoffs expire; start a new handoff or resend a link if the client does not finish in time.
• Only intake forms linked to a service can be required before its appointment is confirmed. Other forms are sent at the time you choose.

What this gives you

A traceable digital submission attached to the client history, with required appointment steps visible to the professional.