Automate client consultation forms, health questionnaires & waivers at checkout.
Build custom multi-field intake forms with short text, paragraph notes, dropdown selectors, waiver checkboxes, and date fields. Scope forms to specific service appointments or set a global default to eliminate pre-appointment paperwork.
Feature settings and mapping status
A drag-and-drop intake form builder that prompts clients for essential consultation notes, health history, or custom instructions directly during appointment checkout.
Eliminates manual paper intake forms, prevents appointment delays, and protects your business with mandatory waiver checkboxes and clear client consent records.
Create custom intake forms using text fields, dropdown selectors, date pickers, and waiver consent checkboxes in your dashboard.
Attach specific forms to individual services (e.g. Skin Consultation vs Hair Cut) or assign a global intake questionnaire.
Clients complete required intake questions seamlessly at checkout. Responses sync live to your booking tickets, dashboard receipts, and WhatsApp appointment alerts.
Yes! You can create specialized intake questionnaires for specific services (e.g. skin allergy checks for hair dye vs general notes for a massage) or set a single global default form for all bookings.
Client Intake Forms is a universal standalone add-on plugin (£1.99/mo) available for both Standard and Pro store subscribers.
Responses are stored directly on the order details page, booking ticket modal, downloadable CSV exports, and pre-filled WhatsApp appointment reminders.
Yes. You can add required waiver checkboxes (e.g. 'I agree to the 24-hour cancellation policy and patch test requirements') that clients must tick before proceeding to checkout.
Activate the Custom Client Intake Forms & Questionnaires 💎 powerup from your dashboard to connect with customers in simple, modern terms.