Qualify every beauty and wellness lead before the first conversation
One intake framework adapts to each specialty under your roof, capturing the service requested, preferred appointment window, and any relevant photos or notes so front desk staff and providers see a qualified booking, not a blank inquiry.
Browse every beauty and wellness intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Nail Services
Preview 6 intake templates for nail services, including manicure, gel nails, nail repair.
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Hair Salon
Preview 8 intake templates for hair salon, including hair extensions, hair and scalp consultation, keratin treatment.
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Barbering
Preview 5 intake templates for barbering, including men's haircut, hot towel shave, beard trim.
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Skincare and Esthetics
Preview 8 intake templates for skincare and esthetics, including acne facial, dermaplaning, lash extensions.
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Wellness Coaching
Preview 5 intake templates for wellness coaching, including sleep wellness coaching, lifestyle coaching, stress management coaching.
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Medical Spa
Preview 8 intake templates for medical spa, including chemical peel, botulinum toxin consultation, body contouring.
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Massage Therapy
Preview 7 intake templates for massage therapy, including prenatal massage, swedish massage, sports massage.
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Day Spa
Preview 6 intake templates for day spa, including body scrub, spa package, couples spa service.
View intakes →Information beauty and wellness teams need before the first conversation
Across every beauty and wellness service, Cliont intakes are built to capture:
Beauty and Wellness covers client-facing, appointment-based businesses such as nail services, hair salons, barbering, skincare and esthetics, wellness coaching, medical spas, massage therapy, and day spas, where the intake needs to identify the service requested, the client's timing and any conditions or preferences before a chair or room is held.
- Manicure Interested In
- Have Any Nail Enhancements
- Additional Services Would Like
- Would Like Schedule Manicure
- This Appointment Or Someone
- Current Condition Natural Nails
- Have Any Product On
- Interested In Adding Length
- Style Or Design Level
- Would Like Schedule Appointment
How beauty and wellness lead scoring works
Every answer across every beauty and wellness intake is weighted automatically.
Value signals
- Classic polish
- Gel polish
- Acrylic or extensions
- Nail art or design
- Not sure
- For myself
Urgency signals
- Broken extension or tip
- Repair of broken nails
- Active acne breakouts or open lesions
- Advanced with actives or treatments
- Skin Free Active Conditions
- Free Any Prescription Retinoids
Route leads by service, area, urgency, and value
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Beauty and Wellness lead-intake FAQs
Can one intake cover a business that offers both nail services and skincare treatments?
Yes. Cliont builds a separate qualification flow for each subservice you offer, such as nail services, skincare and esthetics, or massage therapy, so clients only see questions relevant to what they're booking.
How is intake different for a day spa versus a medical spa?
A day spa intake typically focuses on service selection and appointment timing, while a medical spa intake can include health-history and consultation questions appropriate to clinical treatments, since the two carry different qualification needs.
Do wellness coaching leads need the same intake as walk-in services like barbering?
No. Wellness coaching usually involves longer-form qualification around goals and availability, while barbering and hair salon intakes are built around faster service and scheduling questions, since the sales cycle and no-show risk differ.
Where do qualified leads from each subservice end up?
Every subservice intake, whether it's nail services, massage therapy, or medical spa, routes qualified leads to your CRM so staff can see the details behind each booking request in one place.
Can I run different intake forms for different locations offering the same services?
Yes. Each location can use the same subservice intake structure (for example, day spa or skincare and esthetics) while still routing leads to the correct CRM or calendar for that location.
Turn your beauty and wellness traffic into booked appointments
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.