Skip to main content

Dashboard: Client Flow > Intake forms

The questions clients answer when they book or request.

What it's for

Getting the details you need up front.

What you can do

  • The strip at the top shows what clients get and when: Request (intake form), Booking (deposit paid), 48h before (consent form), Session, After session (aftercare). Click a step to open its tab.
    ​

  • Pick a form: Flash design or Custom request.
    ​

  • Drag questions to reorder. Use each question's switch to show or hide it.
    ​

  • Click a question to edit it. Click Add question to add your own.
    ​

  • Click Preview to open your real form in a new tab.

Good to know

  • Questions marked System are built in. You can't edit or delete them, but you can switch them off.

  • You can preview the live form.

Did this answer your question?