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Client intake forms and agreements

When a client books an appointment, they'll enter their name, phone number, and email address. To ask for more information, or to require the client to agree to terms or conditions, you can add custom forms. You can also create custom forms for internal use only.

This guide explains how to create and edit client intake forms, how to use them internally, and how to set up client agreements. To have clients complete a form in a Form Block or another system, link to it from the confirmation page or initial confirmation email instead of using a Scheduling form.

Create a new custom form

You can customize which forms clients complete based on the appointment type they’re booking. Form questions have a 250-character limit. There's no limit to the number of questions you can add per form.

To create a new custom form:

  1. In the Home Menu, click Scheduling, then click Intake Form Questions.
  2. Click New Custom Form.
  3. Enter a name and description for the form. These appear between the default and custom form questions on the Client Scheduling Page. For a more seamless flow between questions, leave the name and description fields blank.
  4. In the Add Questions menu on the left, click a type of question to add to the form. Learn more about each type of question.
  5. Add text to the Question field and the Choices field if applicable.
  6. To make a question required, select Required.
  7. Repeat Steps 5 and 6 until you've added all your questions.
  8. Drag and drop the questions into the order you want.
  9. In the Show this form when scheduling section, select which appointment types should include this form.
  10. Click Save Form.
Tip: Clients who buy packages or subscriptions don’t complete forms until they book appointments, but you can require them to agree to your terms using a separate setting under Packages, Gifts & Subscriptions.

Edit forms and questions

You can edit a form’s settings or edit individual questions. 

To edit a form:

  1. In the Home Menu, click Scheduling, then click Intake Form Questions.
  2. Click Edit on the line of the form you want to edit.
  3. Make changes.
  4. Click Save Form

To edit a question: 

  1. In the Home Menu, click Scheduling, then click Intake Form Questions.
  2. Click Edit on the line of the form you want to edit.
  3. Hover your cursor over the question you want to edit.
  4. Click the pencil icon.
  5. Make changes.
  6. Click Save.

To delete a question from a form: 

  1. In the Home Menu, click Scheduling, then click Intake Form Questions.
  2. Click Edit on the line of the form you want.
  3. Hover your cursor over the question you want to delete.
  4. Click the trash can icon.
  5. Click OK.

How clients complete forms

Clients complete forms whenbooking their appointment. The questions appear below the name, email address, and phone number fields. Clients can edit their responses by clicking Change/Cancel Appointment in the initial confirmation email. It's not possible to email forms or to have clients complete forms outside of the booking process.

form_question_during_booking_process.png

Forms for internal use

If you collect information from clients over the phone or in person, you can create forms for internal use only by selecting This form is for internal use only, don't show it to clients when creating or editing it.

Forms marked for internal use only won't show to clients. Instead, you and your staff can complete the form> when booking from the Scheduling panel or when editing the appointment details, in the Forms, Codes and Notes section.

Delete forms

Deleting a form prevents it from appearing for new appointments. The form will stay in previously booked appointments so you don't lose any client information. Deleted intake forms aren't included in appointment exports.

To delete a form:

  1. In the Home Menu, click Scheduling, then click Intake Form Questions.
  2. Click Edit on the line of the form you want to delete.
  3. At the bottom of the page, click Delete, then click OK.

Intake form questions

Use the table below to review the types of fields you can add to an intake form.

Field name  Description 
Textbox Collect basic information from clients. Choose from small (one line), medium (about a paragraph), or large (several paragraphs), depending how much information you want them to provide.
Drop Down List Create a drop-down menu of multiple options. Clients choose one option. 
Checkbox Create one checkbox for clients to check or leave blank.
Checkbox List Create a list of multiple options. Clients can check multiple boxes.
Yes/No Choice

Clients select yes or no.

File Upload  Add an option for clients to upload images, documents, or other files up to 5 MB.
Address Add an address field. You can choose to use this address as the appointment location, which is helpful for in-home appointments or similar services.

Client agreements

You can use a form to require clients to agree to specific terms before booking. 

Before adding an agreement or terms, keep in mind:

  • If you have questions about the content or legal implications of your terms or agreements, consult an attorney.
  • To collect signatures with forms, use a separate program designed for electronically signing agreements. 

We recommend making a separate form for terms or agreements. You can use a single checkbox to require clients to check that they agree. If you make the question required, they won’t be able to proceed if they don’t agree. 

You can include links in the form description or question. Pasting a URL, including the http://, into any question or form description field will create a clickable link. You can also use HTML to create a more polished link in the form description.

Review and edit clients' form answers

You’ll see clients’ answers in the appointment details and in your confirmation emails, unless you change your settings.

To see clients’ answers in Scheduling, open their record:

  1. In the Home Menu, click Scheduling, then click Clients.
  2. Click Client List
  3. Click a client's name to open their record. Any form answers will appear near the bottom of the appointment details.

Edit a client's completed form

To edit form answers:

  1. In the Home Menu, click Scheduling, then click Appointment Calendar.
  2. Click on the appointment that has the form you want to edit.
  3. Click Edit.
  4. Scroll down to the bottom and make changes.
  5. Click Save.

Clients can also edit form answers by clicking Change/Cancel Appointment in their initial confirmation email.

Print a client's form

To print form answers, print the appointment details:

  1. In the Home Menu, click Scheduling, then click Appointment Calendar.
  2. Click on the appointment with the form you want to print.
  3. Click the-gear-icon in the top-right corner.
  4. Click Print.
  5. The appointment details will open in a new tab, formatted for printing.

SOAP notes

If you're a healthcare professional, you can add SOAP notes (Subjective, Objective, Assessment, and Plan), which are automatically marked for internal use only.

To add a new SOAP notes form:

  1. In the Home Menu, click Scheduling, then click Intake Form Questions.
  2. Click New SOAP Notes Form. 
  3. Customize the form by editing the default field names, deleting fields, or adding new questions. 
  4. In the Show this form when scheduling field in the bottom-left corner, select which appointment types should get the SOAP notes form.
  5. Click Save Form.
Tip: If the built-in SOAP notes form doesn't fit your needs, you can build your own SOAP notes form using a custom form marked for internal use only or edit the pre-built SOAP notes form to better fit your needs.

Forms for new clients only

Forms are shown each time a client books the associated appointment type. To show a form to new clients only, create an appointment type specifically for new clients, then attach your form to it.

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