Collect Client Information Before Every Appointment with Custom Intake
Intake questions are added per event type (service).
Each question can be short text, long text, dropdown, radio buttons or checkboxes, and marked required or optional. Clients answer them in the booking flow, before they confirm, and the answers are saved with the booking so you and your team can read them ahead of the session. The booking form also collects the client's name, email and phone, and SMS opt-in, which feed the client record. Intake questions are deliberately simple: there are no file uploads, e-signatures or conditional logic, and SchedulingKit is not HIPAA compliant, so don't use them for medical histories, insurance details or other protected health information.
Add your own intake questions to each service in SchedulingKit, so clients answer them as part of booking and you walk into every appointment already knowing what it's about. Explore All Features.
Why Intake Forms Matters
Add your own intake questions to each service in SchedulingKit, so clients answer them as part of booking and you walk into every appointment already knowing what it's about. Intake questions are added per event type (service). Each question can be short text, long text, dropdown, radio buttons or checkboxes, and marked required or optional. Clients answer them in the booking flow, before they confirm, and the answers are saved with the booking so you and your team can read them ahead of the session. The booking form also collects the client's name, email and phone, and SMS opt-in, which feed the client record. Intake questions are deliberately simple: there are no file uploads, e-signatures or conditional logic, and SchedulingKit is not HIPAA compliant, so don't use them for medical histories, insurance details or other protected health information.
As part of SchedulingKit's scheduling platform, intake forms works alongside your connected calendars, notifications and client records.
Intake Forms Capabilities
Key Features
Intake Forms Use Cases
How It Works
How It Works
Intake Forms — SchedulingKit
Example step 1: Add the questions
A personal trainer adds three questions to the "First assessment" service: main goal (dropdown), current training days per week (radio) and "Anything I should know?" (optional long text).
Example step 1: Add the questions
Step 2: Client answers while booking
A new client picks Monday at 7am, answers the three questions and confirms the booking.
Step 2: Client answers while booking
Step 3: Read the answers before the session
On Sunday evening the trainer opens the booking and sees "Goal: build strength, trains 2 days a week" and plans the session.
Step 3: Read the answers before the session
Step 4: Keep follow-ups short
The trainer's regular "Session" service has no questions at all, so repeat clients book in a few taps.
Step 4: Keep follow-ups short
Intake Forms Best Practices
Learn more
- 1
Keep intake to a handful of questions; long forms make people abandon the booking.
- 2
Use dropdowns or radio buttons where you can, so answers are consistent and quick to read.
- 3
Mark only essential questions as required.
- 4
If you need signed waivers or documents, link to a dedicated tool in your confirmation message.
Frequently Asked Questions
Intake Forms
Further Reading
- Jotform: Intake Form Best Practices — Design tips for effective client intake workflows.
- G2: Form Builder Software — Compare form and intake tools across platforms.
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Related Features
Booking Approval
Turn on "Require approval" for an event type and every new booking arrives as a pending request: the time is held, and nothing is confirmed until you approve or decline it.
Client Portal
Give clients a branded portal to view, manage, reschedule, and rebook their appointments without contacting your team. Businesses that adopt automated client portal workflows typically see measurable improvements in booking rates, client satisfaction, and staff productivity within the first 30 days.
Routing Forms & Lead Qualification
Pre-booking forms that qualify leads and route them to the right team member based on their answers. The shift from phone and email scheduling to self-service online booking has become essential for routing forms & lead qualification businesses competing for clients who expect instant, frictionless experiences.