Client forms overview
Intake forms collect information from clients or your team before, during or after an appointment. You build a form once as a template, then request it for appointments or share it with a link.
Who fills out a form
- Clients who book an appointment - a link is included in reminders and other automated messages. You can require the client's signature.
- Staff members - internal forms your team fills out from the calendar. No messages are sent to clients.
- Anyone (external form) - a public link you can share anywhere, for example on your website.
Where forms appear
- In the Intake Forms section of an appointment on the calendar - added automatically when the form is linked to the booked service, or added by your team.
- On the Forms tab of the client's profile.
- In Clients > Forms, where you can see every submission.