How customers complete forms
Intake forms during booking, email links, and kiosk mode.
Quick answer: Customers may complete a form during checkout or via an email link after booking. You can also open kiosk mode on a tablet for in-person completion.
Overview
When a service has an attached form, customers answer your questions before or after they book. Responses are saved on the booking so you can review them from Calendar or Bookings.
- During booking — questions appear in the checkout flow
- After booking — email link if the form wasn't finished
- Kiosk mode — staff opens a full-screen form on a device at reception
- Requires Individual or Team to email form links to customers
Screenshot coming soon
Completion methods
During online booking
If configured, customers see form fields before they confirm. Answers are saved with the booking.
Email link after booking
Send or resend a completion link from the booking details. The customer opens it on any device.
Screenshot coming soon
Paid plans can email form links automatically or on demand. Kiosk mode at your venue
From the booking, open kiosk mode to hand a tablet to the customer without them signing in.
Screenshot coming soon
Useful for walk-ins and reception desks.
Common questions
Frequently asked questions
They can complete an incomplete form via the link. Contact the business if they need to change submitted answers.
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