Intake Form Reminder Workflow
New guests arrive with their paperwork done — without the front desk chasing it.
Form completion averaged 53% in the six weeks before reminders started and 80% in the weeks after (77–83% weekly, September 2026). Before-and-after, not a controlled test.
The problem
New guests are supposed to complete an intake and consent form before their first visit. About half did. The rest filled it out at the desk, which pushed appointments late and left gaps in the guest record.
What it does
Tracks which upcoming guests still have an incomplete form. Sends a text 24 hours before the appointment and again the morning of, and alerts the front desk when a guest arrives with the form still open. No AI involved — every step is known in advance, so a plain automation is the right tool.
INTAKE FORMS — Tomorrow New guests booked: 6 Forms complete: 4 Reminder sent (24h): 2 ✓ Morning-of reminder: queued 8:00 AM Front desk alert: on arrival if still open
Why this works for your business
Any business with a pre-visit form — spas, clinics, dental, veterinary, fitness studios, contractors with site questionnaires.
Want to see if this agent fits your operation?
Stop executing. Start governing.
The worst case: you do the mapping session and leave with a clearer picture of what's costing you — before spending anything on a build.
Start with an operations audit →