Med spas · ESIGN-compliant · 90-day free trial

Consent, policy, notice. Signed from the front desk.

Updated October 17, 2026 · by The DocRunner team

Book the first visit and the intake packet is on the client's phone before they arrive. Treatment consent, financial policy and privacy notice, filled in, signed in one session and countersigned by the provider.

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A med spa treatment room
Sent from the front desk
New Client Packet · complete
3 documents · 2 signers · Signed PDF saved to the client folder
The problem

Every new client means the same paperwork, typed three times.

01

Three forms, one clipboard

Treatment consent, financial policy, privacy notice. The front desk types the same name, treatment and date into each one, or hands the client a clipboard and retypes it afterwards.

02

Two signatures, chased by email

The client signs at check-in. The provider signs whenever they get to it. Somebody follows up, and the consent for Friday's treatment is still unsigned on Thursday night.

03

Signed forms in five places

A scan in the practice software, a photo on someone's phone, a paper copy in the drawer. When a record is needed for an audit or a dispute, nobody is sure which copy is complete.

The solution

One packet, every intake form, one signing session.

Consent, policy and notice bundled into one link. The client signs everything on their phone. The provider countersigns from theirs. The signed PDF files itself.

New Client Packet
3 documents · 2 signers
PDF
Treatment Consent
2 pages · treatment, risks, aftercare
Client + Provider
PDF
Financial Policy
1 page · package, deposit, cancellations
Client
PDF
Privacy Notice
1 page · acknowledgement
Client

One packet, three documents

Consent, financial policy and privacy notice in a single signing session. The client reads and signs once. Nothing is left on the clipboard.

Filled from the booking, not retyped

Client name, provider, treatment, package and visit date go into every document on send. From your booking tool, your intake form, or one sentence typed at the front desk.

Client first, provider second

The client signs on their phone before the visit. The provider gets their own link the moment the client is done and countersigns from theirs. Reminders go out on their own.

Flat $40/mo. Every provider included.

No per-seat pricing as you add injectors, estheticians and front desk staff. One price for the whole clinic.

Signed PDF in the client folder

When both have signed, the finished PDF and Certificate of Signature are saved where the clinic keeps client records. Ready for the file, ready for an audit, ready for the next appointment.

Built with DocRunner

The client packet from one sentence at the front desk.

The front desk types the client, the provider, the treatment and the date. An agent reads it, builds the packet in DocRunner, fills every blank on all three documents and sends it. The client signs on her phone, the provider countersigns, and the signed PDF lands in the clinic's folder.

  • ✓Nobody opened a form. Nobody sent a reminder.
  • ✓Every open and signature recorded as it happens
  • ✓Built with n8n and Gemini on the DocRunner API, no code in the signing step
AA
Built by
Ali Askar, Aesthetic Ops AI agents and automation for medical spas
Work with Ali →
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Workflows

Common med spa workflows.

New Client Intake

Treatment consent, financial policy and privacy notice in one packet when the first visit is booked. Client signs first, provider countersigns. Signed PDF in the client folder before they walk in.

Treatment-Specific Consent

A different packet template per service: injectables, laser, body contouring. The booking picks the template, so the client only ever sees the consent for what they booked.

Package & Membership Agreements

Series packages and monthly memberships with the price, sessions and cancellation terms filled from the sale. Signed before the first session, renewed with a new packet.

Why med spas choose DocRunner

Built for the way a clinic takes in a new client.

Clipboards and email
  • ✕Same name, treatment and date typed into three forms.
  • ✕Client signs at check-in, provider signs whenever. Someone chases.
  • ✕Signed forms scanned, photographed, or filed in a drawer.
  • ✕Per-user e-signature pricing for every provider and front desk seat.
  • ✕No record of who opened what, or when.
DocRunner
  • ✓Consent, policy and notice in one packet, one client link.
  • ✓Client signs first, provider gets their link the moment it's their turn.
  • ✓Signed PDF and certificate saved to the client folder on their own.
  • ✓Flat $40/mo. Every provider, every front desk seat included.
  • ✓Every open and signature timestamped. One complete record.

We’ll take it
from “send.”

Build your first packet

90-day free trial. $40/month flat after that. No per-seat fees.