Step-by-step guide
How to Create Med Spa Consent Forms Online
A good med spa consent workflow has three jobs: collect informed consent for the specific procedure, capture the medical-history intake the provider needs, and store a signed record with audit trail. This guide walks through the nine steps from defining a procedure through reviewing the consent with qualified counsel — using AI-drafted forms and mobile signatures so clients sign before they arrive instead of in the waiting room. This is not medical, legal, or financial advice; review your consent forms with qualified counsel and licensed medical professionals before relying on them.
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The full workflow
Follow these steps in order — most are 1-2 minutes once you've done it once.
1. Define the procedure and treatment area
Start with one procedure at a time — Botox, dermal filler, laser hair removal, microneedling, or chemical peel. Write a one-sentence description of the treatment and the area being treated. The clearer the description, the more accurately the AI can tailor the risk language, contraindications, and aftercare.
2. Collect client identity and contact fields
Add full legal name, date of birth, address, phone, and email. These tie the signed consent to a specific chart and let you send the consent link by SMS or email. Add an emergency contact and optional primary care physician for clinical safety.
3. Add medical history and skin intake
Include current medications, known allergies, pregnancy or breastfeeding status, relevant chronic conditions (autoimmune, bleeding disorders, diabetes), skin conditions, Fitzpatrick skin type when relevant, and a brief prior-aesthetic-treatment history. Keep the questions short — clients abandon long intakes.
4. Add procedure-specific risk acknowledgments
Spell out the risks that match the procedure: bruising and asymmetry for injectables, pigmentation change and burn for laser, prolonged redness and infection for microneedling, hyperpigmentation and scarring for peels. AI generators can draft these from a procedure description — review every word with qualified counsel and your medical director before using.
5. Add contraindication screening
Screen for contraindications specific to the procedure — pregnancy and neuromuscular conditions for Botox, photosensitizing medications and recent sun exposure for laser, anticoagulants and active acne for microneedling, retinoid use and prior peel reactions for chemical peels. Use yes/no checkboxes so the screening is visible on the signed PDF.
6. Add pre-care and post-care acknowledgments
Include the pre-care responsibilities (anticoagulant pause, sun avoidance, retinoid pause) and the post-care instructions (ice, makeup avoidance, sun avoidance, when to call the clinic). Acknowledge that the client has read and understood the aftercare.
7. Add an optional photo release
Add a separate, clearly labeled opt-in section for before/after photo use in marketing, social media, or training. List each intended use as a separate checkbox so clients can opt in to some and decline others. Clients can decline the photo release without changing the treatment consent.
8. Send the consent link by SMS, email, or QR
Send the consent link before the appointment by SMS or email — clients tap, sign on their phone, and submit. For walk-ins or events, post a QR code at the front desk. The signed PDF lands in your dashboard in real time with full audit trail (IP, timestamp, signature geometry).
9. Store, retrieve, and review with counsel
Signed consents are stored in your searchable dashboard by client, procedure, and date. Set up a regular review cadence with qualified counsel and your medical director to refresh consent language as procedures, products, or jurisdictions change. Many states recognize electronic signatures as legally equivalent to handwritten signatures under E-SIGN and UETA, but informed-consent requirements vary by state and procedure type.
Frequently asked questions
How long does it take to set up a med spa consent form online?
Most clinics generate, customize, and test their first consent form in under 30 minutes. Cloning the form per procedure takes a few minutes each. Review with qualified counsel is a separate, longer step that pays off across every signed consent thereafter.
Do I need a separate consent form for each procedure?
Yes. Risks, contraindications, and aftercare differ by procedure. Clone the base template per procedure and tailor the risk language and contraindication screening — never share one generic consent across Botox, laser, microneedling, and peels.
Can clients sign med spa consent forms on their phone?
Yes. Formfy sends the link by SMS, email, or QR code. Clients tap, review the consent, complete intake, sign with finger or stylus, and submit. No app, no account, no download.
How do I handle clients under 18?
Add a built-in parent or guardian signature block on the same consent form. Both signatures live on one signed PDF, with each party's name, relationship, date, and timestamp.
Are these signed consents legally binding?
Many states recognize electronic signatures as legally equivalent to handwritten signatures under E-SIGN and UETA. Informed-consent requirements for medical and aesthetic procedures vary by state — review your consent language and signature workflow with qualified counsel before relying on electronic signatures as your sole consent record.
Where can I find the consent later if a client asks for a copy?
Every signed consent is stored in your Formfy dashboard with searchable metadata (client name, procedure, date). Pull the signed PDF and send it to the client by email in a click.
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