WaitlistFor ceremony facilitators

Client intake for facilitators

Every client on one encrypted page, with the screening prep drafted for you.

I'm Brendon. I run a ceremony practice in Victoria, BC, and I built this intake, screening and client-records system because Google Forms and spreadsheets felt wrong for medical and mental-health answers. Before I build it for other practices, I want to know whether you'd use it.

Join the waitlist See it

Dashboard with Upcoming, Potential and Past client tables; names and emails are blurred — **The dashboard, in privacy mode.** Upcoming ceremonies with their prep status, new enquiries and intakes, and past clients. One click blurs every name and email. All screenshots use invented clients.

Problems it solves

Each client was scattered across email, a Google Form, call notes and a spreadsheet.
One encrypted page per client that fills itself from email, bookings and call transcripts.
Health and mental-health answers sat in a shared spreadsheet.
Field-level encryption, the most sensitive answers behind a click, and a one-click privacy blur.
A long safety questionnaire felt daunting to clients.
One calm page in sections that unlock in order, built for phones.
Preparing for each screening call took hours of reading.
An optional AI draft of the summary, safety flags and talking points. You make every decision.

What it does today

All of this runs in my own practice now. The waitlist decides what gets opened up first.

A calm intake

Clients answer medical history, medications, mental health, intentions and agreements on their phone. A conditions grid marks each one as recent, past or never.

Encrypted, field by field

Every answer is encrypted at rest. Self-harm answers stay hidden until you choose to read them, and privacy mode blurs names for screen-sharing.

Leads that don't get lost

Website messages, booking confirmations and replies land in one list, bundled per person, and become clients when the intake comes in.

Call notes file themselves

Video-call transcripts from screening and integration calls are matched to the right client automatically.

A second read of every intake

An optional AI draft of a summary with graded safety flags, talking points for the prep call, and a pre-ceremony checklist. Names are removed before anything is sent.

Preparation and reminders

Reflection prompts go to each client on a private page before ceremony, and you get a reminder if an intake is unreviewed or prep isn't booked.

See it

Invented clients throughout. Tap any screenshot to see it full size.

A client profile. Contact details blurred; clinical flags colour-coded by severity.

Clinical summary and safety flags — **Summary and flags.** Medication washout, sleep and breathing notes, what to avoid in the room.

Prep call talking points — **Talking points** for the screening call.

Medical and mental health answers with condition pills — **Medical and mental health.** Each condition becomes a pill; self-harm answers sit behind a click.

Session notes, ceremony notes and message history — **Notes and messages.** Call notes, private ceremony notes and the whole email thread.

A lead's page — **A lead,** before any intake: the first message, other addresses they write from, and a ceremony date.

The intake's health section — **The client's side.** The health section of the intake.

Preparation prompts on a private page — **Preparation prompts** on the client's private page.

The intake welcome on a phone — **On a phone:** the welcome.

The intake form on a phone — **The form** in sections.

Preparation prompts on a phone — **Prep prompts** on a phone.

Who it's for

Anyone who screens clients before a session and holds sensitive answers afterwards.

Licensed facilitatorsPsilocybin services in Oregon and Colorado.
Service centres and clinicsSeveral facilitators, one client record.
Retreat centresScreening many guests before they travel.
Ceremony and breathwork practitionersWhere it's legal, wherever you practise.

Join the waitlist

It isn't built for more than one practice yet. Your answers decide whether it gets built, what comes first and what it costs.

Waitlist members get in first. I read every reply, and I'd like to hear how you handle intake today.

Don't put any client information in this form. Your answers are stored on Cloudflare and used only to decide what to build and to write to you. They are never shared or sold.

Name (optional)

Where you practise (optional)

Your practice

New clients a month

What you use now (optional)

What would you pay a month?

The client paperwork you'd most like gone (optional)