Consentify: Paperless Intake

Your front desk just got an incredible upgrade. This release introduces seamless manual customer management and flexible multi-channel form requests, turning Consentify into a complete workflow and communication hub. HEADLINE FEATURES * NEW! Manual Customer Creation: Add a customer by hand (first name, last name, phone, or email) before they even step foot in your studio. Pre-create profiles so you can send intake forms ahead of time, ensuring everything is filled out before their visit. Intelligent duplicate detection automatically matches existing records if the phone or email is already in your system. * NEW! Send Forms via Email & Text: Send personal form links to clients directly via email, SMS, or WhatsApp right from the app or web app. Clients receive a customized, branded page (featuring your business logo and name) listing every form to complete, their completion status, an optional personal note from you, and any attached informational or aftercare PDFs ready for instant download. Texts are privacy-safe by design, carrying only the client's first name, your business name, and the secure link. * NEW! Form Attachments (Elevate & Above): Attach up to 10 PDFs (10 MB each) per form—such as aftercare guides, pre-treatment instructions, and studio policies. Delivered to clients as non-expiring download links in their confirmation email. Supports language-specific files (e.g., Spanish or Polish aftercare automatically matches the client’s form language) with seamless fallback and full version control. * NEW! Redesigned Touch-Up Reminders: Bringing clients back is now faster and more discreet. Contact details populate automatically from the customer profile, treatment names are kept out of email subjects for client privacy, and scheduling takes just one click. Track each reminder's complete history directly on the customer profile across both the iOS and web apps. * EXPANDED! 51 Pre-Built Consent Templates: Added 14 new specialty templates drawn from real practice workflows—including GLP-1 weight management, laser hair removal, RF microneedling, PDO threads, biostimulators, teeth whitening, and brow lamination. Each template supports 25+ languages, and adding languages to imported forms reuses existing translations instantly. CORE PRACTICE HIGHLIGHTS * Built-In CRM & Reminders: Automatic customer profiles track visit histories, before/after photos, and touch-up follow-ups without manual data entry. * AI Form Import: Digitize existing paper forms or PDF documents in minutes. * Tamper-Evident Security: Cryptographically sealed submissions with instant public verification at getconsentify.com/verify. * Offline Mode & Front-Desk Kiosk: Keep collecting signed intakes in dead zones or lock down your front-desk device safely behind Face ID or PIN. * In-App HIPAA BAA: Available on Elite and Empire plans, electronically signed in seconds.