Intake forms
Collect client information and agreements before their appointment.
Intake forms collect what you need from a client before they're in your chair — health questions, sensitivities, consent acknowledgments.
Set up your form
- On the dashboard, go to Settings → Intake Form.
- Build the questions you want every new client to answer, and enable the form.
- Use the preview to see exactly what clients will see.
How clients get it
- Automatically — with the intake-form notification enabled (Settings → Notifications), clients are sent the form around their booking.
- Manually — from a client's record you can send (or re-send) the form link whenever you like.
Clients fill the form from the link on their phone — no account or app needed.
Where responses go
Completed forms attach to the client's record, so their answers are on hand at the appointment. Check them before the client arrives — that's where the "allergic to latex" answer lives.
Tips
- Keep it short. Every extra question costs completion rate.
- Anything critical from a response (like an allergy) is worth copying into the client's notes so it's impossible to miss later.