Intake at Booking: Collect Information Before the Appointment via Pre-Booking Form
Attach a pre-booking form to any service so clients answer your intake questions before the appointment is confirmed. Answers are stored on the contact record and visible to your team before the appointment.
How It Works
Open a service in the Services Catalog and attach an intake form. Add the questions you need answered before the appointment. When a client books, they complete the form before the time slot is confirmed.
- Intake form attached per service
- Questions answered before booking confirms
- Answers stored on the CRM contact record
- Visible to team before appointment
- Unlimited questions per form
- Required and optional question support
Who Uses This
Medical practices
Collect patient name, date of birth, insurance, and reason for visit before any appointment is confirmed.
Legal intake
Ask for case type, incident date, and jurisdiction before confirming a consultation.
Home services
Collect address, service type description, and photos before confirming an estimate visit.
Frequently Asked Questions
Is the booking confirmed before or after the intake form is completed?
The booking is confirmed after the client completes the intake form.
Where are intake answers stored?
Answers are stored on the CRM contact record linked to the booking.