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Selecting an Intake Form to Send from the Appointment Modal

Rachel W.
  • Updated

You have the option to send (or not send) an Intake Form to a Client when booking an appointment on the Schedule.  

If you've activated the feature in the Client Intake Form section of Settings, it'll automatically be set to send at the same time as the Appointment Reminder email when filling in the appointment details. 

Only Clients who do not already have an Intake Form on file will receive a request. Unless you enable the option for Existing clients to receive Intake Forms as well. 

If you have your Global Intake Form Settings OFF, you still have the option to schedule an Intake Form to send.

To determine whether or not to schedule an Intake Form to send based on the appointment, navigate to your:

  1. Business Profile. 
  2. Select Schedule. 
  3. Locate the date and time you want to book.   
  4. Select the calendar to create a new event. 
  5. Select Book Appointment to begin filling in the appointment details. 
  6. Type in Search existing clients to locate and select an existing Client. If the Client doesn't already have a record, choose +Add New instead, fill in their contact information, and select Add Client to create one. 
  7. Select More. 
  8. Check (or uncheck) Client Intake Form.  
  9. Select Apply.
  10. Fill in the remaining appointment details. 
  11. Select Save to book the appointment and to send an Intake Form request email. 

Note:

  • The Client must have an email address on file in the Details section of their record in order to receive an Intake Form. 
  • The Intake Form will send at the same time as the Appointment Reminder email, which is 24 hours before the time of the appointment by default. If the client books within that time the Intake Form will send immediately at the time of booking.
  • If you have the Client Intake Form turned on for New and Existing Clients, but you have Confirmations and Reminder notifications turned off in your account, an Intake Form email will still send to your clients immediately upon a booking.
  • If you have your Text Reminder notifications set to on, but not email Reminder notifications, the Intake Form will still be sent with the timing of your Reminders. Determining Reminders