Forms

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

1. Go to Settings → Clients → Forms
2. Click Add new (or New Form)
3. Build your form by adding questions and sections
4. 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.

Question types that update the client profile

Most question types save the client's answer on the form response only. A few question types are linked to the client profile, and those write the answer onto the profile itself:

Question type	What it updates on the profile
Client Phone Number	Phone number
Client Birthday	Birthday
Client Default Location	Default location

If you collect a phone number using Small Text or Number, the answer is saved with the form response, but the client's profile phone number stays empty and you have to copy it over by hand. Marking the question required does not change this. To have the answer populate the profile, edit the question and set its type to Client Phone Number.

Frequently asked questions