Customizing the Client Intake Form

MassageBook's Client Intake Form is ready to go, but you have the ability to add questions to the Complaints and Existing Conditions sections. For more information about editing the Waiver section, click here

  1. Navigate to your Business tab.
  2. Select Settings.
  3. Select Client Intake Form.
  4. Select View Form or Customize
  5. Select the Complaints tab. 
  6. Select + Add Custom Question
  7. Enter the title of the question in the section marked Type question here and select Save.
  8. Use the tools to Edit, Delete, or Add additional questions. 
  9. Select Next to continue to Existing Conditions and complete the steps above until all additional questions have been added.
  10. Select to close the form. 
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