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Concierge

Your intake form checks a box. A conversation learns what your client actually wants.

Perspective replaces your static client intake with an AI conversation that captures goals, past experiences, fears, and expectations — so your provider walks in ready to consult, not interrogate.

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Your intake form checks a box. A conversation learns what your client actually wants.

Clients prefer it

~90% completion rate vs ~46% for static forms. Conversations feel like talking to a caring consultant, not filling out a clipboard.

Structured + deep

Captures the fields your practice management system needs, plus the goals and fears that drive treatment decisions — in one conversation.

Consultations ready in real time

Client profiles flow to Honeybook, Calendly, or HubSpot before the appointment. Providers walk in prepared.

From Form to Conversation

A conversation captures what a checkbox never could

  • Your form gets a skin-type radio button. Your concierge learns they had a bad Botox experience, want to look natural for their daughter’s wedding, and are comparing three practices.
  • Follow-ups adapt to every answer — a first-timer asking about facials gets different questions than someone returning after a bad filler experience
  • Clients share more because it feels like talking to someone who cares, not filling out a PDF
  • The result: structured client data your system can act on, plus the goals and fears your provider needs to close the consultation
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what brings you in today.
Intake
✓
Complete
yourmedspa.com/new-client
New Client Intake Form
Client name *
First and last name
Treatment interest *
Select service...
Skin type
Medical history & allergies
List any conditions, medications, or allergies...
Submit Intake Form

Stop Blind Consultations

This form is costing you conversions

  • Providers spend the first 15 minutes re-asking what the intake form should have captured
  • No way to learn that a client is nervous, had a bad experience elsewhere, or is comparison shopping — until they’re already in the chair
  • Clients who leave fields blank or check “no allergies” out of habit become surprises mid-treatment
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Consultations

When providers know more, consultations close

  • Every client arrives with goals, fears, past experiences, medications, timeline, and comparison-shopping status — before the consultation
  • Providers address concerns before they’re raised, set realistic expectations, and build trust from the first minute
  • Higher consultation-to-treatment conversion when the conversation starts with care, not interrogation
Popular Features
→ Browse healthcare templates→ Inside the Concierge agent
Client reaches outVisits your website or books online
Concierge screensConcerns, history, fit
92
Intake complete & routedReady for first appointment
Honeybook
Calendly
HubSpot
Under 2 minutes, start to EHR

Perspective integrates with your favorite tools

Honeybook
Calendly
HubSpot

Talk About Great Conversations

DS

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

KR

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

KY

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your form is missing.

Paste your intake page. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for esthetician & cosmetology intake

Customize in minutes. Deploy when you're ready.

What skin concerns are you hoping to address?

N

Esthetician & Cosmetology Intake

Capture goals, past experiences, and expectations before the first visit. Your provider walks in ready to address concerns, set expectations, and close the consultation.

Used 1,300+ times

Use Template

Can you tell me about any medications you're currently taking*?

O

Capture Patient History

Replace paper forms and phone screening with adaptive conversations that capture history, urgency, and care needs before the first appointment.

Used 1,600+ times

Use Template

What brings you to therapy at this point in your life?

H

Screen Therapy Clients

Screen new clients, capture presenting concerns, and identify fit before the first session — automatically, at any hour.

Used 1,400+ times

Use Template