Front Desk Intake
Scan and talk. The form is done before they sit.
A voice assistant at your counter, on a QR or a link. It interviews each customer in English or Spanish and fills your intake form live, so nothing they said gets lost.
Capture
At the counter, right now
They talk. Your form listens.
Half of what a customer tells the front desk never makes it into the file. Here every answer lands in the right field while they are still talking.
2
languages, and it switches mid-sentence if the customer does
Scan to check in
The customer, in Spanish
“Hola, vengo por un dolor de espalda que tengo hace dos semanas. Mi seguro es Aetna.”
Intake form
Live- Name
- Rosa Méndez
- Reason for visit
- Back pain, two weeks
- Preferred language
- Spanish
- Insurance
- Aetna
An example check-in. The customer speaks Spanish, the form is filled in your language.
How it works
Your form. Their words. No typing.
Three steps, and the front desk goes back to the people in front of it.
- 01 · PLACE
We put it at your counter
A QR on the desk, a tablet or a link in the booking text. Trained on your form and your questions.
- 02 · TALK
The customer talks
In English or Spanish, at their pace. It asks the follow-up questions your staff would ask.
- 03 · READY
The file is ready
Complete and in your system before they sit down. Your team reads, nobody types.
Where it sits in the flywheel
Capture, at the counter.
Front Desk Intake turns the Capture stage for walk-ins: every visit becomes a complete contact in your CRM.
Cadence · what your customers see
A bilingual check-in that feels like a conversation.
Spark · what runs underneath
Client CRM, the fields mapped to your form, every visit logged.
What it handles
Built for front desks that never stop.
2
languages, native
1
form, filled live
0
paper forms to retype
What every Front Desk Intake setup includes.
Anchored to what you already spend
Not a new cost. A better one.
What you pay for today
Clipboards, a receptionist typing what the customer said, and a second visit when a field was missed.
- Paper forms
- Retyping at the desk
- Missing details
What Front Desk Intake costs
One setup, one monthly fee. The exact number comes in your proposal, once we understand the problem.
- Setup plus monthly
- English and Spanish
- Your form, your fields
Start here
Findings first, not promises.
The free Business Health Report shows how your business handles a new call, a form and the follow-up. No meeting, no commitment.
Fair questions
What people ask before they start.
Does the customer need to download an app?
No. They scan a QR or open a link, and talk.
Does it work with my system?
It fills the form you already use and sends the result to your CRM. We map the fields during setup.
What if someone prefers to write?
They can type instead of talking, in the same flow.