Intake forms
Per-service intake forms collected at booking. Stored against the client record for staff to review before the session.
Online booking, multi-session packages, intake forms, and SMS reminders for spas, holistic practitioners, and wellness coaches.
Intake forms, packages, practitioner routing, and recurring care in one platform.
Per-service intake forms collected at booking. Stored against the client record for staff to review before the session.
Bundle multi-session treatments (skin, body, wellness) into packages that clients book against over time.
Configurable deposit per service and an automatic no-show fee that cuts cancellations dramatically.
Clients pick a specific practitioner or let the system auto-assign. Practitioner profiles with bios and specialties.
Set up weekly, bi-weekly, or monthly recurring appointments in one flow.
Practitioner-only notes attached to every client visit — never visible to the front desk.
Wellness clients tend to come back — often for years. The booking platform should make that easy: pre-filled intake forms, visible package balances, frictionless rebooks. The wrong system turns every visit into a fresh fight against admin work.
Servegalo handles intake forms automatically, surfaces practitioner-only notes on the booking detail, and runs rebook prompts on the cadence you set per service. Combined with the CRM, every client has a complete history — visit by visit, note by note.
Migrating from Mindbody or Vagaro? See the migration guide.
Yes. Intake forms are sent automatically after booking and stored against the client record. Practitioners see them on the booking detail before the session starts.
Yes. Sell a package of 5 facials or 10 acupuncture sessions; the system deducts on each booking and alerts the client when low.
Servegalo handles client contact info, booking history, and intake form data with standard SaaS security. For HIPAA-regulated practices, contact us about our HIPAA-compliance roadmap — formal BAAs are in progress.
Yes. Servegalo imports client lists, service catalogs, and booking history from Mindbody, Vagaro, and most other booking platforms via CSV.
A walkthrough showing intake forms, package sales, and practitioner routing for your business.