Create a form template

1. 1

   Go to Settings > Intake Forms and click Add Intake Form Template. You can also click Manage templates from Clients > Forms.

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2. 2

   Enter a Name and an optional Description. Clients see both when they fill out the form.

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3. 3

   Click Create.

In the Details section, answer three questions:

• Who fills out this form? - clients, staff members, or anyone with the link.
• How often? - every time the client books, or only once for each client.
• Does this form require review? - No review needed, Review required by chosen staff members, or Review & signature required.

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1. 1

   Open the Form Fields section and choose a field type: First/Last Name, Email, Phone Number, Date picker, Short Answer, Long Answer, Dropdown, Multiple Choice, Choose One or Toggle.

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2. 2

   Enter the Field label. For Dropdown, Multiple Choice and Choose One, add the options clients can pick.

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3. 3

   Turn on Require this field if clients must answer it, then click Add field.

4. 4

   Repeat for each question. Click Reorder to change the order, or use a field's more options (three dots) button to edit or remove it.

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1. 1

   Open Preview to see the form the way it will be filled out.

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2. 2

   Under Advanced, add an optional Custom confirmation message shown after the form is submitted.

3. 3

   To save changes, click the more options (three dots) button at the top and select Save. The same menu lets you Duplicate or Delete the template.

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4. 4

   When the form is ready, click Enable next to the form name and click Confirm.

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Go to Catalog > Services, open a service and pick the form under Client's intake form. The form is then added automatically to every new appointment for that service.