Intake & Consent · Supporting Handoff

Collect the details and consent after a customer moves forward.

Aaptly keeps structured intake, uploads, acknowledgements, and consent records attached to the customer and appointment so the team can prepare without making paperwork the product story.

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Customer system · Intake and consentPart of one connected local growth system
Workflow handoffKeep the system that already works
Sanitized demo
QualifiedSkin consultationGoogle Maps
PreparedNeed + source attachedAaptly
Handed offContinue in existing workflowYour system
Aaptly focuses on creating, capturing, and recovering demand—then carries the source and customer context forward where systems connect.
Where this fits

How this product moves the business forward.

The Growth OS connects demand creation, customer response, repeat demand, and outcome feedback. This page is specific about the job Intake & Consent performs inside that system.

01Create local demandExplore this system02Win more customersThis product works here03Bring customers backExplore this system04Measure and improveExplore this system
Customer system · Intake and consentProduct → business outcome

Structured intake reduces back-and-forth after a customer moves forward and keeps the operational handoff organized.

Intake and consent support the customer handoff. They are not Aaptly's growth positioning.
Connected context

The workspace keeps the signal, customer path, and next action together.

The interface above is a faithful demo of the shipped Aaptly workflow. Its data is sanitized and does not represent a live customer result. These are the inputs and workflow signals Intake & Consent keeps connected so the team can act with context.

Customer system · Intake and consentProduct context that stays attached
Intakeservice-specific questions, goals, details, and uploads
Consentrequired acknowledgements and signed records
Historycustomer, appointment, form, and completion state together
What Aaptly handles for you

The work Aaptly handles to turn attention into customer opportunities.

Conditional intake

Show the questions and acknowledgements required for the selected service or customer path.

File and photo uploads

Collect reference images, documents, or preparation context when the business needs them.

Consent records

Keep required consent and acknowledgement state attached to the customer workflow.

Customer context

Give the team the relevant history and submitted details before the customer arrives.

Completion visibility

Surface missing forms or information so the team knows when a human follow-up is needed.

Operational boundary

Position intake and consent as a supporting step after customer acquisition, not the reason to choose Aaptly.

How it works

Capture the inquiry, keep the context, recover the opportunity.

01

Choose the required forms

Configure the intake questions, uploads, acknowledgements, and consent needed for the customer path.

02

Send after the handoff

Collect the operational details once the customer has moved into the relevant appointment or service workflow.

03

Keep completion visible

The customer and appointment record show what is complete and what still needs attention.

Role in the growth loop

Structured intake reduces back-and-forth after a customer moves forward and keeps the operational handoff organized.

FAQ

Common questions.

Is intake the same as lead capture?

No. Lead forms capture and qualify demand. Intake and consent collect the operational information needed after a customer moves forward.

Can forms include uploads?

Yes. Intake can collect photos, references, documents, or other context when configured.

Does this replace legal or compliance advice?

No. Aaptly provides configurable records and workflows; the business remains responsible for choosing appropriate forms, language, and retention policies.

Find the next growth action that matters.

Start with a 20-minute local growth audit. We will show where Intake & Consent fits, what is leaking today, and which discovery, trust, response, recovery, or retention action is the most useful first move.

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Get found → Build trust → Stay visible → Respond and recover → Request reviews → Bring customers back → Learn and improve → Repeat.