Customizing the Intake Form

MassageBook's Intake Form is ready to go, but you have the ability to add questions to the Personal Information, Issues to Address and Existing Conditions pages.

To customize the Intake Form, navigate to your:

1. Business Profile.
2. Select Settings.
3. Select Client Intake Form.
4. Select Customize Your Intake Form to open the Intake Form window.
5. Select the Personal Information tab.
6. Select +Add Custom Question at the bottom of the page.
7. Enter the question in the Type Question Here field.
8. Select Save to add the question. Note: Select Edit or Delete to modify the question afterwards.
9. Repeat steps 6 - 8 as needed. 
10. Select the Issues to Address tab.
11. Select Next to proceed to the Existing Conditions tab.
12. Select +Add Custom Question at the bottom of the page.
13. Enter the question in the Type Question Here field.
14. Select Save to add the question.
15. Repeat steps 12 - 14 as needed.
16. Select the Existing Conditions tab.
17. Select Next to proceed to the Existing Conditions tab.
18. Select +Add Custom Question at the bottom of the page.
19. Enter the question in the Type Question Here field.
20. Select Save to add the question.
21. Repeat steps 18 - 20 as needed.
22. Select X in the top right corner to close the window once your work is complete.

Note:

• Default copy on the Personal Information, Issues to Address, and Existing Conditions pages cannot be removed.
• To learn how to customize the Waiver page, go here.
• Custom Questions once answered will remain on the Intake Form, even if they are removed from the Intake Form template at a later date.