Edit intake form

You can easily add questions to your service's intake form to collect information from your clients.

  1. On your booking page, click on the event type to which you want to add an intake form.
  2. Click on "Intake Form" on the left navigation bar.
  3. Click on "Edit Intake Form".
  4. Click on "Add a Form Field".
  5. Input your questions (e.g. customer address, phone number and etc.).
  6. Select the question type that is most befitting (Short answer, Paragraph, Checkbox or Dropdown, Phone number).
  7. You can make the question mandatory by checking the box "Question is required".
  8. Don't forget to click on "Save Changes"

A quick reminder. To save time, you can click on "Save and Copy" to copy the intake form to other service types on the booking page.

Intake form information is stored in contacts list

Information collected through the intake forms is stored in the "Contacts" list on the main dashboard.