Intake Forms allow you to create customized pre-session questionnaires that clients complete immediately after booking an appointment. These forms help you prepare, personalize your sessions, and gather important details in advance.

What are Intake Forms?

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 – Shown at the top of the client’s questionnaire.
• Description – Optional instructions to guide your client.
• Active Toggle – Turn the form on or off at any time.

Available Question Types

• Short Text – Simple one-line responses.
• Multi-Select – Clients pick multiple options you provide.
• Date Picker – Clients select a calendar date.
• Number Input – Ensures numeric data entry.
• Yes / No – Quick binary confirmation questions.

You can mark questions as Required and reorder them using built-in arrows.

What Clients Experience

When the form is active, clients complete it immediately after they book their session. This ensures high response rates and gives you everything you need before meeting them.

Where to View Responses

You can review intake form responses from three locations:

• Workspace – Upcoming Sessions: Each upcoming session includes a “View Intake Form Responses” icon.
• Calendar: Click any appointment to view its associated intake responses.
• Contacts (CRM): View all forms a client has ever submitted, allowing long-term tracking.

Workspace and calendar views show responses for a specific appointment, while Contacts displays all historical responses for each client.

Why Use Intake Forms?

Intake Forms help you:

• Prepare for sessions with accurate, structured information.
• Provide more personalized coaching or consulting.
• Streamline onboarding and eliminate manual back-and-forth.
• Better understand your clients’ goals, challenges, or readiness.
• Improve session quality and client satisfaction.

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