Customer Reception: Delivering Personalised Service with Digital Intake Forms

Digital intake forms, replacing traditional paper paperwork, offer a modern welcome experience the moment your clients walk through the door. With Superpare’s digital intake form solution, each new client’s preferences, health details and special requests are captured instantly—empowering your team to deliver flawless personalised service.

Benefits of Digital Intake Forms

1. Speed & Convenience: Accessible via QR code or link, clients complete a mobile-optimised form instantly on their smartphones.
2. Accurate Data Collection: Automated validation minimises typos and missing information.
3. Personalised Service: Clients’ favourite products, allergy alerts or pre-session notes flow directly to your team’s dashboard.
4. Data Security & Compliance: GDPR-compliant storage, encryption and backups ensure sensitive data remains protected.

Digital Form Workflow with Superpare

Step 1: Create Your Form Template

• In the admin panel, click Services.
• Scroll to the Forms section and create a custom form.
• Include sections for Personal Details, Health History, Service Preferences and Special Notes.

Step 2: Test Mobile & Desktop Compatibility

• Preview your questions on various screen sizes using the mobile and desktop preview.
• Add validation rules to prevent incomplete submissions.

Step 3: Integrate the Form into Your Booking Flow

• Add a prompt within the online booking step: “Please complete your digital intake form.”

Step 4: Analyse Responses

• In the Superpare dashboard, navigate to Clients & Groups, then view new submissions under Client Profiles.
• Use submitted data to analyse client needs and adjust your services accordingly.

Frequently Asked Questions

• What does a client intake form simplify?
• Intake forms provide you with background information on each new client, allowing you to tailor your consultations effectively.
• Who configures the form questions?
• You create and customise the questions in the admin panel to gather exactly the information you need.
• Is form data stored in the admin panel?
• Yes—every client’s form data is saved in your dashboard for on-demand access.

Tips for Success

1. Keep It Concise: Limit forms to 5–7 questions to gather essential information without overwhelming clients.
2. Use Clear Prompts: Include straightforward questions for allergies or special requirements to gain accurate insights.
3. Regular Analysis: Review form analytics weekly to identify areas for improvement.

Digital intake forms are the cornerstone of modern client reception. Elevate your experience today with Superpare’s mobile-friendly digital forms and live reporting tools!

👉 Start your 30-day free demo or get 2 months free with an annual plan!

Click to explore all of Superpare’s features and embark on a new journey in business management.