In this guide
Some services need information before you can safely or properly deliver them - a patch test history, a medical condition, a style reference. Intake forms collect that as part of booking, instead of you asking at the door.
What intake forms are for
Anything you’d otherwise ask on a paper form or over text before an appointment: allergies, previous treatments, consent for a specific procedure, or just a preference you’d rather know in advance than guess on the day.
Setting one up
From Services → [service] → Intake form, add the questions you need - short text, multiple choice, or a yes/no consent checkbox. Attach it to any service where it’s relevant; not every service needs one.
Per-staff intake forms
On Starter and Pro with the Team add-on, a staff member can have their own intake form independent of the service itself - useful if two staff doing the same service ask different things.
Where responses show up
A completed intake form attaches to that booking and to the client’s profile, so the answers are there in your calendar the moment the appointment starts - no separate form to go looking for.