Skip to content
Keystone Spa OS

CLIENT PREPARATION

Documents & forms, ready before the visit

Give clients a clear way to complete your practice-approved forms, consent documents and waivers before they arrive. Keep preparation organized so your team knows what is ready and what still needs attention. Use it for new-client questionnaires, practice-approved consent forms and waivers, service acknowledgments, and preparation checklists.

See plansBook a walkthrough

What this helps organize

The capabilities in this area

  • Branded digital forms and surveys

    Build branded forms and surveys with purpose-built fields and reusable templates for the information your practice collects.

  • Documents & Contracts

    Upload your own PDFs or templates and add signature, date, text, initials, and checkbox fields for clients to complete.

  • Email and shareable-link delivery

    Send documents by email or through a shareable link so clients can complete them ahead of time.

  • Sent, viewed, and completed tracking

    See the status of each document (sent, viewed, or completed) so your team knows what is ready and what is outstanding.

  • Workflow events and reminders

    Reminders, internal notifications, and follow-up tasks help staff review completion before the visit.

How it flows

A simple operational flow

  1. 01

    Prepare approved templates

    Add your practice-approved forms, consent documents, and waivers as reusable templates with the fields you need.

  2. 02

    Share with the client

    Send the document by email or shareable link so the client can complete it on their own time.

  3. 03

    Track completion

    Watch the status move from sent to viewed to completed, with reminders and follow-up tasks keeping it moving.

  4. 04

    Review before the visit

    Your team reviews what is ready and what still needs attention so the appointment starts prepared.

Common question

Who approves the forms and consent wording?

Your practice supplies and approves the wording for its forms, consent documents and waivers, and your team reviews the information clients provide. Keystone Spa OS organizes delivery, collection and completion tracking around that process.

Available by plan

Which plans include this

Custom consent documents and forms, surveys and quizzes are included in Cornerstone and Keystone. Foundation includes consultation and contact lead forms, not this expanded documents feature.

Compare every feature

Keep exploring

Adjacent solutions

Booking and Client Care

Let clients request and confirm appointments online, then keep care organized with follow-up, recall, consent documents, and surveys. Receiving an inquiry stays separate from confirming a visit; each has its own step.

Explore

CRM and Operations

See every contact and conversation in one organized view. Pipelines, reporting, and task management give your team clarity on what's in progress and what needs attention, without spreadsheets scattered across tools.

Explore