Signed before they sit down
Build consent forms, waivers and intake forms from questions. Clients sign on their own phone or the door tablet, and the signed copy is filed on their profile.
- Starter for your trade
- Signed on a phone or tablet
- Required before they join
- Filed on the profile
Build a form from questions
Pick a starter for your trade, change the questions, and choose when it is asked.
- Waivers, consent, intake and age checks.Built on the Waivers & Forms page from simple questions.
- A starter for your trade.Start from a template, then make it yours.
- Once, every year or every visit.Choose how often each form is asked.
- New versions.Editing a form saves a new version, and its rules follow it.
Signed on their own phone or the door tablet
A required form has to be done before the client can join the line or book online. An optional form can be skipped.
- No paper.They sign on their phone or the Door Tablet.
- Before they join.A required form comes first, so no one waits in line with an unsigned waiver.
- Signature and time.The signed copy, with the time it was signed, is filed on their client profile.
- Skippable when optional.A client can skip an optional form.
Filed on the client profile
Vaccinations, service intervals and inspections
Track dates that expire on the client or their pet, with a photo of the paperwork.
- Expiry records.A pet’s vaccinations, a vehicle’s inspection, a service interval.
- A photo of the paperwork.Attached to the record.
- A check-in gate.Turn it on and an expired record stops online check-in, telling the customer which one and when it lapsed.
- A heads-up.Staff see a warning for anything due within 14 days.
Block check-in when a record is expired: on
How it works
- 1
Build the form
Start from a template for your trade and choose how often to ask.
- 2
Clients sign
On their phone or the Door Tablet, before they join the line or book.
- 3
It is filed
The signed copy and time are on their profile.
Who it’s for
Tattoo studio
Consent, a health intake and an age check, signed before the artist starts.
Pet grooming
Vaccination dates on the pet, with the check-in gate for lapsed shots.
Massage studio
A health intake each year, signed once and kept on the client’s profile.
The small things
Door Tablet
Clients can sign at the door on the shop’s tablet.
Kept with the client
Signed submissions stay on the profile, where the team can find them.
Not a clinical record
It collects consent and intake. It is not a charting or treatment-notes system.
Intake questions too
Ask a few quick questions when someone joins the line, in Location settings.
Questions
Which plans have it?
Waivers and intake forms are available on every plan.
Can a client skip a form?
Only an optional one. A required form has to be completed before the client can join the line or book online.
Where does the signed copy go?
On the client’s profile, with the signature and the time it was signed.
Is this a medical record system?
No. NextUp Walk-in runs intake and consent forms. Charting and treatment notes stay in the software you already use for them.
Goes well with
Stop chasing paper
Start the free trial, build your first form, and have it signed before the next visit.