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.
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.
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.
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.
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.
Consent, financial policy and privacy notice in a single signing session. The client reads and signs once. Nothing is left on the clipboard.
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.
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.
No per-seat pricing as you add injectors, estheticians and front desk staff. One price for the whole clinic.
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.
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.
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.
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.
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.
90-day free trial. $40/month flat after that. No per-seat fees.