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Intake forms

Intake forms collect booking details from customers at checkout — contact info, project specifics, preferences. Unlike documents, nothing is signed: the answers are stored on the booking itself.

Form library​

Open Dashboard → Forms (Owner or Manager role) to see your form library. Build a form once, then attach it to every booking, to selected services, to add-ons, or both.

Choose New form and set:

  • Form name — for your own reference, for example "New client details".
  • When should clients complete this? — Every booking, or Selected services and add-ons. With the second option, tick the services and add-ons that should show the form.

Questions​

Add questions of these types:

  • Short text and Long text — free-form answers.
  • Number — numeric answers.
  • Single select and Multi select — choose from options you define.
  • Yes / no — a simple binary answer.

Each question can be marked required, and you can require the whole form for booking — customers must answer before they can check out.

Where answers appear​

Answers land on the booking's detail page under Intake answers. If a booking has no intake form, it shows "No intake answers were captured."

Changes and deletions​

Forms are snapshotted onto a booking when it's created. If you edit a form later, the change applies to future bookings only — existing bookings keep the answers and questions they were captured with. Deleting a form removes it from future bookings the same way.