Turn clear aligner enquiries into consultation-ready leads
Our guided intake asks each patient about their main concern, past orthodontic history, and how soon they want to start, then collects smile and bite photos before the lead ever reaches your CRM.
Preview your clear aligners intake
Explore 6 questions from the Clear Aligners template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified clear aligners lead should tell you
Clear aligner treatment uses a series of custom, removable trays to gradually correct crowding, spacing, or bite alignment, and the intake needs to confirm the patient's main concern, orthodontic history, and dental health status before a consultation is worth booking.
- This Treatment
- Main Concern With Teeth
- Had Dental Checkup Or
- Teeth And Gums Free
- Previously Worn Braces Or
- Soon Would Like Start
The questions your team needs answered
Every clear aligners intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this treatment for? | Identifies whether the lead is a self-referral or a parent or guardian inquiry, which determines consent needs and intake routing before a consultation is booked. |
| What is your main concern with your teeth? | Crowding, bite, and relapse concerns carry the highest weight because they typically require a full aligner treatment plan rather than a minor cosmetic adjustment. |
| Have you had a dental checkup or X-rays within the past year? | A recent checkup or X-rays confirms clinical readiness, so leads without one are still valuable but may need a preliminary exam scheduled first. |
| Are your teeth and gums free of untreated cavities or gum disease? | Untreated cavities or gum disease lower the weight because those conditions usually need to be resolved before aligner trays can be fitted. |
| Have you previously worn braces or aligners? | Prior orthodontic history flags relapse or retreatment cases, which practices often want to see sooner than first-time patients. |
| How soon would you like to start treatment? | Start timeline carries the heaviest weight in the catalog, letting the practice prioritize patients ready to begin over those still exploring options. |
How Cliont scores clear aligners leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Crowding or spacing between teeth
- Bite alignment issues
- Teeth shifted after previous orthodontic treatment
- Minor cosmetic straightening
- Not sure
- Had Dental Checkup Or: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Clear Aligners Lead
From first click to qualified lead
Follow patients and caregivers 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 visit
Smart questions adapt to their visit and capture the full scope.
They share details
Symptoms, history, and documents come attached before the visit.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for clear aligners workflows
| Cliont capability | Clear Aligners application |
|---|---|
| Weighted lead scoring | Automatically ranks crowding, bite, and relapse concerns above 'just exploring' enquiries so front desk staff call back the strongest candidates first. |
| Conditional routing | When a lead is submitted for a child or teen, the intake routes it to collect guardian contact details before a consultation can be booked. |
| Photo and document capture | Collects smile and bite photos upfront so clinicians can pre-screen aligner candidacy before the patient's first visit. |
| CRM delivery with health flags | Sends scored leads into the practice CRM with dental health status included, so staff can coordinate a hygiene visit before fitting trays if needed. |
Example clear aligners lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Teen with crowding, ready now
A parent inquires on behalf of a teenager with crowding or spacing and wants to start within a few months; the intake flags this as a high-value case worth prioritizing for a consultation slot.
Adult relapse after old braces
An adult reports teeth shifted after previous orthodontic treatment and is current on dental checkups; the intake surfaces this as a strong retreatment candidate rather than a first-time patient.
Cavities flagged before fitting
A prospective patient answers that they have untreated cavities or gum disease; the intake still routes the lead but lowers its weight so front desk staff know a hygiene visit needs to happen before aligners can be fitted.
Just browsing, no timeline yet
Someone selects 'not sure' for their main concern and 'just exploring options' for timeline; the intake scores this lower than committed enquiries but still captures the details for follow-up nurturing instead of an immediate chair-time booking.
Connect Cliont to your workflow
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
More orthodontics intake templates
Clear Aligners lead-intake FAQs
How does the intake tell the difference between a self-referral and a parent inquiring for a teen?
The first question asks who the treatment is for, so the practice knows immediately whether guardian consent and contact details are needed before a consultation is scheduled.
What happens if a patient hasn't had a dental checkup or X-rays in the past year?
That answer still comes through as a lead, but it carries a lower weight than a recent checkup, so staff can flag that a preliminary exam may be needed alongside the aligner consultation.
Does the intake screen out patients with active cavities or gum disease?
No, it doesn't disqualify them, but that answer is weighted lower than a clean dental status so the practice knows to coordinate with a hygienist before starting treatment.
Can the intake identify patients who already wore braces or aligners before?
Yes, the prior orthodontic history question separates first-time patients from relapse or retreatment cases, which practices often want to see sooner.
How does the intake capture how urgently someone wants to start treatment?
The start-timeline question carries the heaviest weight in the catalog, so patients who want to begin as soon as possible are distinguished from those still exploring options.
Does this intake also handle retainer replacement enquiries?
No, retainer replacement is a separate subservice with its own intake questions; this page is built specifically for full clear aligner treatment leads.
Turn clear aligners visitors into qualified patients
Give every clear aligners visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.