Attaching intake forms

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
• Turn on Require before booking to collect the form before the booking can be confirmed
• Collect other answers during checkout or via email link
• View responses from the customer's booking record

1. 1

   Create and publish a form

   Go to Forms, create your questionnaire or disclaimer, then publish it.

   Look for: Forms

   

2. 2

   Edit a service and open Extras

   Look for: Extras

3. 3

   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

   

4. 4

   Save the service

   Look for: Save

With Require before booking on, the form appears as a step in the booking wizard. The person booking must finish it before they can confirm. On a group booking, everyone else still receives a link after booking. Other attached forms can be completed from that link, and they are flagged if left incomplete. Bookings your team creates are not blocked; those forms stay pending until the customer finishes them or an admin waives them.