Where does a customer complete an intake form?
Use intake forms as part of a class booking or pass purchase. The form gathers the information needed for that booking or purchase.
Client Intake Forms
Collect the health details you need before the appointment starts.
- Ask during booking or purchase
- Start from a form template
- Reuse questions across forms
No credit card needed
See it in action
Practitioner example: preparing a visit
“Before a new treatment, I need the relevant health details and an emergency contact. Asking in the booking flow gives us something to review before the customer arrives.”
Treatment studio owner
Preparing a treatment using information collected before arrival.
Prepare for a specific training goal
A customer is preparing for a hiking trip in two months. Ask how often they can train and what equipment they have at home before their private coaching session.
Ask what to focus on at the appointment
A recovery appointment calls for different questions: shoulders or legs, light or firm pressure, and any areas to avoid. Send the form that fits the service being booked.
Conditional questions, content and dependent details
Can questions depend on an earlier answer?
Yes. Add a rule to an item in the form to show it or require an answer when another question matches. Save the rule and then the form. For example, show injury details only when the customer answers Yes to an injury question.
Can I include instructions without asking for an answer?
Use an Info box for a callout with an optional emoji, or Paragraph for plain text. Both support separate English and Chinese content and can be shown conditionally.
Can a parent add a child through the form?
Yes. Add Dependent embeds Name, Profile picture, Birthday, and Notes. A submitted dependent is created under the customer account. Name is required when adding one; the other fields are optional.
Frequently asked questions
Client Intake Forms: common questions
Do I have to create every question myself?
No. Start with a form template and reusable questions, then adjust the questionnaire to your business. Include only the details your team needs to review.
Should I use intake or registration for new members?
Use Registration Forms for one-time onboarding when a customer joins. Use Client Intake Forms for information tied to a booking or purchase.
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