Attaching intake forms
Require questionnaires or disclaimers when customers book specific services.
Quick answer: Attach a published form to a service on the Extras step. Customers complete it during booking or receive a link by email after booking.
Before you start
- At least one published customer form
Overview
Intake forms collect health questionnaires, waivers, or custom questions before or after a booking. Attach forms per service so only relevant customers see them.
- Attach forms on the service Extras step
- Collect answers during checkout or via email link
- View responses from the customer's booking record
Before you start
Note
Forms must be created and published under Forms before you can attach them to a service.
Step-by-step
Create and publish a form
Go to Forms, create your questionnaire or disclaimer, then publish it.
Look for: Forms
Publish the form before attaching it to a service. Edit a service and open Extras
Look for: Extras
Select a customer form
Use Add form and choose the published form to attach. Remove it to stop requiring it on this service.
Look for: Add form
Only published forms appear in the list. Save the service
Look for: Save
What customers see
Depending on your form settings, customers complete questions during checkout or receive an email link to fill in after booking. Incomplete forms can be chased from the booking details.
Common questions
Frequently asked questions
Yes. Each service can have its own attached forms, or none.
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