Intake forms — collecting client information before appointments

Intake Forms are custom questionnaires attached to specific services. When a customer books a service that has an intake form attached, they are prompted to complete it before their appointment is confirmed. This replaces paper forms at reception.

Creating a form

Click + New Form and enter a name (e.g. "Colour Consultation Form", "Skin Sensitivity Check"). Then build the form by adding fields:

• Short text — a single line of free text (e.g. "Any known allergies?")
• Long text — multi-line free text (e.g. "Please describe your current hair condition")
• Single choice — radio buttons where the customer picks one option
• Multiple choice — checkboxes where the customer can tick several options
• Yes / No — a simple binary question
• Date — a date picker (e.g. "Date of last colour treatment")
• Signature — a drawn signature for consent forms

Each field can be marked as Required so the customer cannot proceed without completing it.

Attaching a form to a service

After creating the form, go to Catalog → Services, open the service, and select the form from the Intake Form dropdown. A service can only have one form attached at a time.

Viewing completed forms

Open a customer's booking detail or their profile to see their completed form responses. Responses are stored permanently and are accessible to any staff member with access to that customer's profile.

Editing a form

You can edit a form at any time. Changes apply to future bookings only — existing submitted responses are not affected.