Digital intake & waivers

Collect the paperwork before it slows down the appointment.

Barelae helps you collect client intake information and signed documents digitally so the consultation record can live with the client instead of in a paper stack.

● Intake readyBarelae

Prepare the client before arrival.

Collect information, review it, and keep signed documents connected to the record.

Client intakeCompleted
WaiverSigned
Prep notesReceived
SignedDocument stored
ReviewReady before service
Digital intakeSigned waiversClient recordsPrep detailsConsultation historyDocument access

Paperwork should protect the service without taking over the service.

The client record is more useful when intake, consultation details and signed documents are part of the same workflow.

01
Before the appointment

Collect the details you need before solution touches skin.

Use digital intake to capture client information and the details you want available during consultation instead of starting from a blank conversation every visit.

Client information arrives digitally
Review intake before the appointment
Keep consultation context attached to the client
Client intake

Olivia Martin

PrepConfirmed
Tan goalNatural bronze
NotesReady to review
02
Signed documents

Keep the waiver with the record, not in a filing cabinet.

Signed documents belong beside the client history so they can be found again when you need to verify what was acknowledged.

Digital waiver workflow
Signed-document retrieval
Preserve required signed-document history
Signed waiver

Documented and retrievable.

Keep the client’s signed record accessible without digging through paper files.

StatusSigned
RecordClient connected
03
Better documentation

When questions come up later, start with the record.

Clear intake, consultation notes, formulas, photos and care instructions make it easier to compare what was discussed with what happened after the appointment.

Keep documentation factual and organized
Pair signed documents with service history
Use the record to support consistent client communication
Client history

Consultation + formula + signed record.

One client record gives you a clearer picture than scattered notes ever can.

Intake FAQ

Paperless where it helps most.

Digital forms should make the visit easier for both the artist and the client.

Can clients complete intake digitally?

Yes. Barelae includes a client intake workflow designed to collect information without relying on paper forms.

Can signed waivers be retrieved later?

Yes. Barelae includes signed-waiver retrieval so required signed documents can remain available with the client history.

Does deleting a client automatically erase required signed documents?

No. Barelae’s privacy-deletion workflow is designed to preserve records that must be retained, including required signed-document and financial history.

Less paper. Better records.

Collect the intake. Keep the history. Start the appointment prepared.

Bring digital intake and signed documents into the same Barelae client workflow.