Creating & publishing a form
Build and publish intake forms.
Quick answer: Go to Forms, create a new form, add your questions, then publish. Published forms can be attached to services or sent to customers after booking.
Overview
The form builder lets you add questions, reorder fields, and preview how customers will see the form. Save as a draft while editing; publish when you're ready to use it.
Screenshot coming soon
Before you start
Tip
Draft a waiver or questionnaire offline first, then copy the questions into the builder.
Step-by-step
Create a new form
Give the form a clear internal name, e.g. New client health questionnaire.
Look for: Create form
Add questions
Add text fields, multiple choice, yes/no, and consent checkboxes. Drag to reorder.
Look for: Add question
Screenshot coming soon
Mix question types to match your intake process. Publish the form
Click Publish when the form is complete. You can unpublish later to stop new submissions.
Look for: Publish
Screenshot coming soon
Only published forms appear in service attachment dropdowns. Attach to a service
Edit a service, open Pricing, and select your published form.
Look for: Customer form
What happens next
Customers complete the form during booking or from an email link after they book. View responses from the booking detail or your forms dashboard.
How customers complete formsRead →Common questions
Frequently asked questions
Yes. Changes apply to new submissions. Existing responses keep the answers customers submitted.
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