Intake Forms
Intake forms let you collect important information from clients before their appointment — health history, preferences, consent, or anything else you need to know.
How do I create an intake form?
1
Go to Intake Form in the sidebar
2
Click + Add Question
3
Choose the question type: text, multiple choice, yes/no, or date
4
Mark questions as required if needed
5
Save the form
The intake form appears on Step 3 of your booking page, right after the client selects a time slot.
Can I make fields required?
Yes — when adding a question, toggle the Required option. Clients cannot complete the booking without answering required questions.
Where do I see form responses?
Intake form responses are saved with each booking. To view them:
1
Go to the Bookings tab
2
Click any booking
3
Scroll to the Intake Form Responses section
Use case: A massage therapist asks about injuries or areas to avoid. A personal trainer asks about fitness goals. A medical spa asks about allergies.
What is the difference between intake forms and agreements?
- Intake forms — collect information (questions and answers)
- Sign Agreements — legal documents clients sign with their digital signature (available on Premium plan)
Learn more about Sign Agreements →