Clinical records add-on
Digital intake and consent forms, sent over WhatsApp
Clients fill in the form and sign the consent on their phone before they arrive. Allergies and precautions show on the appointment, and treatment notes and before and after photos stay in each client's record.
No clipboards or paper at the front desk
8 ready-made templates for aesthetics, dentistry, lashes and more
Signatures with date, device and proof the text didn't change
7 days free • No credit card • Cancel anytime
No paper at the desk
Bella Studio
Hi Emily! Before your appointment tomorrow, please fill in your form here:
Fill in form
Facial aesthetics form
Allergies: aspirin
Are you taking any medication?
No
Any reaction to a previous treatment?
Redness after a peel
Consent form
Signed on 14/10 at 09:12 · Android
Before
After
Signed on the phone
How it works
Pick a form for each service
Start from a ready-made template or build your own with a phone preview, then link it to the services that need it.
The client gets it on WhatsApp
When the appointment is booked, the link goes out on its own. If the form is still blank, a reminder goes the day before.
You know before they sit down
Allergies, medication and pregnancy show on the appointment. After the visit, add treatment notes and photos.
Features
From the first visit to the full history
Ready in minutes
8 templates: general, facial and body aesthetics, permanent makeup, laser hair removal, lashes, dentistry and a consent form. Edit them or create your own.
It arrives on its own
The link goes out on WhatsApp when the appointment is booked. Your team can also send it on the spot or fill it in with the client at the desk.
Signatures with evidence
The client signs through the link on their phone. We keep the date, the device and proof the text didn't change, and the signed consent becomes a PDF.
Alerts at the right time
Allergies, medication and pregnancy show on the appointment and the record, like "Allergies: aspirin".
History that doesn't change
Signed consents can't be edited and treatment notes keep every version. Before and after photos stay private, with usage consent photo by photo.
Your data stays yours
Export everything whenever you like. Turning the add-on off deletes nothing.
Clinical records keeps forms, consents, treatment notes and photos. It doesn't issue prescriptions, bill insurers or run video consultations.
Who it’s for
Intake forms, consent and history for each client, paper-free.
Pricing
Clinical records
Billed monthly on the same invoice as your plan
Added to your plan’s monthly invoice
Included in the 7-day free trial
Turn it on or off from the dashboard, no commitment
FAQ
Frequently asked questions
Optional add-ons
Other add-ons
Conversations, Clinical records and the Integration API add on to your plan. Turn them on from the dashboard, try them during the 7-day free trial and switch them off whenever you like.
Emily Carter
Could it be 3pm?
James Walker
Requested a person
Conversations
Add-onYour whole team on one WhatsApp, with the AI alongside.
- The whole team on one number
- Every conversation has an owner
- The AI calls the team when it needs to
- Book without leaving the chat
Billed monthly on the same invoice as your plan
Explore the add-on
POST /v1/bookings
{ "start": "…", "services": [ … ] }
201 Created
Integration API
Add-onConnect your website, CRM or automations to RobotiZap.
- One key for each system
- Permissions area by area
- Calendar and clients always in sync
- Connect any system
Billed monthly on the same invoice as your plan
Explore the add-on
Intake forms, consent and history for each client, paper-free.
7 days free • No credit card • Cancel anytime
Start free trial