How do Intake Forms work and how can I use them for pre-session questionnaires?
/ How do Intake Forms work and how can I use them for pre-session questionnaires?

How do Intake Forms work and how can I use them for pre-session questionnaires?

Quick answer: Intake Forms allow you to create customized pre-session questionnaires that clients complete immediately after booking an appointment.

Details:

  • These forms help you prepare, personalize your sessions, and gather important details in advance.
  • Intake Forms are pre-session questionnaires that appear automatically after a client books a 1-on-1 appointment.
  • They are perfect for collecting goals, preferences, background information, or anything you need to deliver a more personalized session.
  • Form Builder Features You can create a fully customized form using the built-in builder, which includes: Form Title ÔÇô Shown at the top of the client's questionnaire.
  • Description ÔÇô Optional instructions to guide your client.
  • Active Toggle ÔÇô Turn the form on or off at any time.

Good to know: With flexible question types and multiple ways to access responses, Intake Forms give you the insights needed to deliver exceptional sessions every time.