By the Cliont product teamUpdated September 9, 2026

medical spa lead intake software for studios

Qualify more medical spa leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their appointment, collects reference photos, and hands you a scored, qualified lead.

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●Video greeting●Guided intake●Photo upload●Instant lead scoring

Live previewQuestion 1 of 7

What is your main skin concern for this peel?

Acne or breakouts

Pigmentation or dark spots

Fine lines or uneven texture

8 medical spa intakes

A custom intake for every medical spa appointment

Each one is a ready-to-embed smart survey tuned to the appointment — open any to try the exact experience your leads would complete.

7-question intake

Chemical Peel

A skin treatment appointment using chemical exfoliation to improve skin texture, tone, or clarity at a medical spa.

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6-question intake

Botulinum Toxin Consultation

A consultation to discuss goals and suitability for botulinum toxin injections to reduce facial lines and wrinkles.

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5-question intake

Body Contouring

Non-surgical body contouring services that reduce fat or tighten skin in targeted areas using non-invasive spa treatments.

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7-question intake

Laser Hair Removal

A cosmetic treatment using laser technology to reduce unwanted body or facial hair over multiple sessions.

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5-question intake

Skin Rejuvenation

A medical spa service using treatments such as lasers, peels, or microneedling to improve skin tone, texture, and appearance.

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6-question intake

Vein Treatment

A medical spa service addressing visible spider or varicose veins using cosmetic procedures such as sclerotherapy or laser treatment.

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7-question intake

Microneedling

A skin rejuvenation treatment using fine needles to stimulate collagen production, addressing texture, scarring, and fine lines.

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6-question intake

Dermal Filler Consultation

A consultation to discuss goals, suitable areas, and options for dermal filler treatment with a licensed provider.

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Qualification

Information you need before every medical spa appointment

Main Skin Concern This
Had Chemical Peel Before
Free Prescription Skin Medications
Free Recent Sun Exposure,
Would Like Schedule Chemical
Have Any Known Allergies
Have Preferred Peel Intensity
Facial Area Most Interested
Had Botulinum Toxin Injections
Main Goal This Treatment

Lead scoring

How medical spa lead scoring works

Value signals

Free Prescription Skin Medications: yes
Free Recent Sun Exposure,: yes
As soon as possible
Within a month
Just exploring options
Person Who Will Make: yes

Urgency signals

Light, minimal downtime
Treatment Area Free Tattoos,
Skin Free Open Wounds,
Immediately
Skin Free Active Acne
Treatment Area Free Active

The difference

Your visitor has a real appointment. A contact form can’t hear it.

Clients and members arrive ready to explain the appointment. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

No appointment details or scope
No reference photos or context
No way to tell a real lead from a tire-kicker
You chase; most never reply

Cliont intake

A guided conversation that converts

Full appointment scope in their own words
Reference and inspiration photos attached
Every lead scored by value
High-intent leads flagged for you

The client journey

From first click to qualified lead

Follow clients and members through one smooth, guided flow.

They land & meet you

Your video greeting plays instantly — a real face instead of a blank form.

They explain the appointment

Smart questions adapt to their appointment and capture the full scope.

They add reference photos

Inspiration and reference photos come attached, so you prep the right look.

You get a ready lead

Scored and qualified — waiting for you to win it.

Implementation

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and appointment template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

FAQ

Medical Spa lead-intake FAQs

What does a medical spa intake collect?

Each medical spa template asks job-specific questions drawn from the selected service, then captures contact details and relevant reference photos. The resulting submission gives the team more context than a name-and-email contact form.

How are medical spa leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger medical spa opportunities without manually reviewing every raw submission first.

Can visitors try a medical spa intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified medical spa leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

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