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Digital client onboarding

From system registration to an intake form the client fills out with one click before arrival, the entire new client onboarding in one place.

Client managementFormsAutomationClient portalForm submissions

Step by step

Faster and fully digital preparation of new clients.

1

Add a new client to the system

Client management
2

Create an intake form (personal data, questionnaire, consent)

Form builder
3

Set up automation: welcome message + form before first appointment

Automation templates
4

Client opens the form with one click from SMS or email and fills it out from any device

Form management
5

Team reviews submitted forms before arrival, and everything remains accessible to the client on the portal

Form submissions

Related solutions

Service quality control

Once a month, collect feedback from a group of recent clients and track service quality over time.

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Reducing no-shows

Reduce no-shows with automatic reminders and attendance confirmation forms sent before the appointment.

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Reactivating inactive clients

Identify clients who haven't visited in over 3 months and invite them back with a personalized offer.

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See how Voxares
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