Before you start
Ask only for information needed to deliver the service. Decide which answers are required and who needs access.
Create the form
Go to Settings → Manage intake forms → New form. Select the services, choose Show on the booking page and add Agreement text if appropriate.
Add clear questions
Set Question, Answer type, Required and Position. Supported types are short text, long text, checkbox and single choice. Give single-choice questions at least two distinct options.
Save and test
Select Save form and look for Intake form saved. Make a fictional booking for an assigned service and check required questions and agreement wording.
Review submitted answers
Open the appointment’s Intake answers. A later form edit does not rewrite the question/answer/consent snapshot already attached to that visit.
What success looks like
The right questions appear for the right services, and appointment answers can be reviewed in context.
If it doesn’t work
The form does not appear
Check the assigned services and Show on the booking page. A visible form needs at least one service.
A question or choice is rejected
Read the field error. For a single-choice question, provide distinct options; for a client submission, complete the required answer rather than bypassing it.
Still not resolved?
Use your existing invitation conversation for private-preview help. Include the exact action, visible error and time, without passwords, private links or client records.
Prepare support detailsChecked against the private app · 14 November 2026