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, go here

To edit the Intake Form, navigate to your:

  1. Business Profile.
  2. Select Settings.
  3. Select Client Intake Form.
  4. Select Customize Your Intake Form. 
  5. Select the Complaints tab. 
  6. Select + Add Custom Question
  7. Enter the title of the question in the Type question here field and select Save.
  8. Use the tools to Edit and Delete if needed. 
  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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