Customise intake form

Editing or creating an intake form

To edit or create an intake form, navigate to your settings page and click on Intake forms under the clients menu.

You can customise the template by clicking the three dots next to it and selecting 'Edit,' or you can click 'Create new' to begin from scratch.

To start with:

1. Name your template
2. Assign the relevant services to the intake form 
3. Add your questions 

For ease of use, we've created multiple segments for you which can be toggled on and off. Additionally, you can create custom fields (single field) or custom sections (multiple questions in one field).

For custom sections, you have the option to choose between:

• Yes/No
• Written section
• Multiple Choice
• Checklist
• 1-10 Scale
• Adding a URL

Previewing intake forms

Once you're finished, you can preview the intake form by clicking the 'Preview' button located on the left-hand side below the custom settings.

Customising wording sent via email or SMS

To customise the wording sent via email or SMS, or to enable automated or manual sending of intake forms, please refer to this article.

Sending intake forms 

Please refer to this article. 

Viewing a completed intake form

Once your client has completed their form, you can view it in the following ways:

1. Through the notification you receive when your client submits the intake form. Just click to open.
2. In the 'Appointment notes' tab - the left-hand side displays your intake form for easy reference during consultations
3. In the client card 'Forms' tab.

Additionally, you can download a copy of the intake form by clicking the 'Download' button at the bottom of the page if needed.