Intake Form
A questionnaire presented during the booking process to collect necessary information before the appointment.
Definition
An intake form (or booking questions/pre-appointment form) collects information from clients during the scheduling process. Questions can be required or optional, text-based or multiple choice. Common questions include: purpose of the meeting, client background, specific topics to discuss, phone number for SMS reminders, or required consent/agreements. This information prepares you for the meeting and qualifies bookings.
Examples of Intake Form
Sales calls ask: company size, current solution, timeline
Medical appointments ask: symptoms, medications, insurance info
Coaching sessions ask: goals, challenges, previous experience
Legal consultations ask: case type, urgency, conflict check info
Why Intake Form Matters
Walking into a meeting blind wastes time discovering basics. Intake forms pre-qualify leads, prepare you for specific discussions, and collect required legal or medical information. They also filter out inappropriate bookings when certain answers are required.
How SchedulingKit Handles Intake Form
Add unlimited custom questions to any event type. Support for text, dropdown, checkbox, phone, and email fields. Mark questions required or optional. Responses appear in booking confirmations and can trigger integrations (CRM updates, etc.).
Try SchedulingKit FreeCommon Questions About Intake Form
Will too many questions reduce bookings?
Possibly. Keep forms focused on truly necessary info. 3-5 questions is ideal for most. Make additional questions optional if possible.
Can I require consent checkboxes?
Yes, add checkbox questions for terms of service, cancellation policy acknowledgment, or legal disclosures. Make them required to proceed.
Related Terms
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