The Intake Form (currently labeled Pre-Question in the sidebar) lets you design a custom questionnaire that clients complete when they book an appointment.

When the intake form appears

The intake form is shown at the end of the booking process, after the client selects a date and time but before the appointment is finalized. The booking is only completed once the client submits their answers.

What you can include

You can customize the form with questions such as:

• Short text answers (for example, "What would you like to focus on in this session?")
• Multiple choice or checkbox options
• Ratings or priority selections
• Required or optional fields

How creators use intake responses

All responses are stored with the booking, giving you the context you need to prepare. This saves time during the session and ensures you understand each client's goals, background, or current challenges before you meet.