Customer forms overview
Questionnaires and disclaimers.
Quick answer: Customer forms collect intake questionnaires, waivers, and custom questions. Build forms under Forms, publish them, then attach to services or send links after booking.
Overview
Use customer forms to gather information before or after appointments — health questionnaires, liability waivers, preferences, or any custom fields you need.
- Build forms with text, choice, and consent fields
- Publish when ready — drafts cannot be attached to services
- Attach one form per service on the Pricing step
- Customers complete during booking or via email link
Screenshot coming soon
Before you start
Note
Forms are optional. Many businesses attach a waiver to specific services while leaving others without a form.
How forms fit your workflow
Create a form
Add questions and save as a draft while you work on it.
Look for: Forms
Publish the form
Only published forms can be attached to services or sent to customers.
Screenshot coming soon
Build questions in the form editor, then publish. Attach to services or send after booking
Link the form on a service Pricing step, or customers receive a completion link by email.
Screenshot coming soon
Attach forms per service so only relevant customers see them.
Common questions
Frequently asked questions
Yes. Publish once and attach the same form to as many services as you need.
Related articles
Still need help?
If this article didn't answer your question, search the help centre or contact our support team.
Sign in to open a tracked support ticket, or use the contact form.