Collect intake and consent forms

Before you start

Forms are a feature you switch on. Go to Settings, turn on Intake forms and click Save changes.

Build a form

1. 1Step 1: Open Forms and click New form.
2. 2Step 2: Pick a ready-made template (such as New client intake or Consent & liability waiver) or Blank form, then click Create form.
3. 3Step 3: In the editor, change the Form name and Description if you like.
4. 4Step 4: For each question, write the Question label and choose a Type (short text, date, single choice and so on). For choice questions, put each option on its own line.
5. 5Step 5: Tick Required for questions customers must answer. Use the arrows to reorder.
6. 6Step 6: Optionally add a Placeholder: example text shown inside the box.
7. 7Step 7: Click Add field for more questions, then Save form.

• You can edit a form at any time. Answers already given stay on the Responses tab; removing a question hides its answers.
• Untick Active to stop asking customers to fill it in. Earlier responses are kept.

Attach it to a service

After booking, the customer sees the form on their manage-booking page (the link in their confirmation email) and fills it in there.

1. 1Step 1: Open Services and edit the service.
2. 2Step 2: Choose your form in the service settings and save.

Read the answers

1. 1Step 1: Open Forms and click the form.
2. 2Step 2: Click the Responses tab. Each card shows who answered, for which service and when.

Tip: You can also see a customer's forms on their record in Customers.