Getting Started

1. Create a form

Go to Forms in the sidebar and click New form. Give it a name, then add fields with Add field. For each field choose a type, mark it required if needed, and (for choices) list the options one per line. For a consent or waiver, choose the Consent type and write the statement the client must agree to.

2. Choose scope and frequency

• Scope - Service to attach it to specific services, or Business to show it on every booking (e.g. a data-policy consent). You can have one active business form at a time.
• Frequency - Once per customer so returning clients aren’t asked again, or Every booking for questions that change each visit.

3. Attach it to a service (service-scoped forms)

Open a service under Services, find the Intake form card, and select your form. Business-scoped forms apply automatically - no attaching needed.

4. Test it

Open your booking page and book the service. After the details step you’ll see the intake form as its own step.