Forms
Build intake forms, waivers, and questionnaires to gather information from clients before they book or attend.
Settings → Clients → Forms is where you create intake forms, waivers, and questionnaires. Forms can be attached to service types so clients complete them before or after booking.
Create a form
- Go to Settings → Clients → Forms
- Click Add new (or New Form)
- Build your form by adding questions and sections
- Save and attach the form to the relevant service types
Form types
| Type | Common use |
|---|---|
| Intake form | Collect health history, goals, or experience level before a client's first session |
| Waiver | Obtain a signed liability or consent agreement |
| Questionnaire | Gather feedback or preferences at any point |
Attach a form to a service
Forms are attached within the form setup itself, not on the service type. Open the form, go to the Visibility section, and select the service types you want it to appear for. Clients will be prompted to complete the form when they book those services.
Frequently asked questions
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