⏱ Estimated time: 5–10 minutes per guest
👤 Role: Reception / Therapist
💻 Device recommended: Tablet or touch screen

What you’ll learn

• How to access and complete intake forms for a guest

• How to handle medical questions and signatures

• How medical warnings are displayed

When should I use this?

Use this guide when:

• Guests are checking in for their appointment

• You need to collect or update medical information before treatment

• Guests need to complete intake forms remotely via a device

Before you start

• Ensure the device is charged and operational

• Confirm the guest’s appointment details

• Have all required intake forms configured in the system

⚠️ Important: Intake forms must be completed per guest. Medical warnings may prevent treatments if not addressed.

Method 1: Completing Intake Forms at Check-In

Step 1: Check in the guest

• Navigate to Schedule
  

• Check in the guest as usual

Step 2: Start the intake form

• On the check-in summary, click New Intake Form
  

• Select the required form (if multiple) and click Confirm
  

Step 3: Guest completes the form

• Pass the device to the guest

• The guest reviews their information

• Complete all medical questions (Yes/No format)

• The guest signs the medical form

Step 4: Return the device

• The device can now be returned to the receptionist or therapist

• Any medical warnings triggered will appear in the Booking Warnings tab

You can now continue with the check-in process.

Method 2: Completing Intake Forms via Guest Profile

Step 1: Open guest profile

• Navigate to Guests from the navigation bar

• Search for the guest profile and enter the record

Step 2: Start the intake form

• Select the Intake Forms tab

• Click New Intake Form
  

• Select the required form (if multiple) and click Confirm
  

Step 3: Guest completes the form

• Pass the device to the guest

• The guest reviews their information

• Complete all medical questions (Yes/No format)

• The guest signs the medical form

Step 4: Return the device

• The device can be returned to the receptionist or therapist

• Medical warnings will appear on the Booking Warnings tab if applicable during their check in

Completion ✅

The intake form is now recorded per guest. Any medical flags or warnings are visible in the system for staff to review before proceeding with treatment.

Common questions

Can multiple guests complete forms on the same device?
Yes. Forms must be completed individually per guest.

What happens if a medical warning is flagged?
The warning will appear in the Booking Warnings tab, and staff must review before proceeding.

Can guests review previous intake forms?
Yes. Navigate to their guest profile and the Intake Forms tab.

Related articles

• EMS – Reception – Checking In Guests

• EMS – Reception – Managing a Booking (Edit or Re-Schedule)

• EMS – Reception – Redeeming Gifted Vouchers