Create an Intake Form

1. Use the Search Bar in the top banner and type Forms.
2. Click Create and select Intake from the options.
3. Enter the Form details

Option	Description
* Name	Enter the name of the form. This will be visible to both staff and customers. Multilanguage Available.
Description	Add an optional description. This is only visible in the form’s settings. Multilanguage Available.
Days to Expiration	Specify how many days the form remains valid after completion. Example: Enter 365 for a 1-year validity. Use 0 if the form should be completed every time linked services are booked.
Requires Profile Update Toggle	Enable this toggle to require the customer to update their profile details before filling out the form.
Send Notification Toggle	Enable this toggle to send customers alerts when this form is pending. Turn off if you do not want form-related notifications for this form.
Employee Edit Toggle	Enable this toggle to allow staff to edit the form via the appointment book or customer profile.

* Denotes required input.

4. Click Save

Intake Form Sections Tab

The Sections Tab in an Intake Form’s settings allows you to design the structure and content of your form. You can decide how many sections your form should have and organize the questions and fields accordingly. For example:

• Single Section: Use one section to include all questions and necessary fields.
• Multiple Sections: Divide the form into distinct categories/tabs like Goals, Health History, and Symptoms and Conditions for better organization.

This flexibility ensures your form aligns with your business needs and enhances user experience.

Add a New Intake Form Section

1. Use the Search Bar in the top banner and type Forms.
2. Select the intake form you want to modify.
3. Go to the Sections Tab and click Add Section.
4. Enter the Section Configurations

Option	Description
* Name	Enter the name of the section. This will be visible to both staff and customers. Multilanguage Available.
Description	Optionally add a description. This will be displayed at the top of the section to provide context or instructions for filling out the fields. Multilanguage Available.
* Gender	Specify which gender this section applies to: All, Male, or Female. This ensures gender-specific questions only appear for relevant users.

* Denotes required input.

5. Click Save.

Add Items to a Intake Form Section

After creating and configuring the sections for your intake form, you can add items to collect the necessary data. You can include Dynamic Tags or Elements:

• Dynamic Tags: Add predefined options that appear as checkboxes in the form. If the dynamic tag includes a secondary value, such as a text field or rating scale, this will also be displayed based on the tag’s configuration.
• Elements: Include more flexible input types, such as text, HTML, signature fields, input boxes, date fields, or document uploads.

1. Use the Search Bar in the top banner and type Forms.
2. Select the intake form you want to modify.
3. Go to the Sections Tab and choose the section to which you want to add items.
4. Click Add Item.
5. Choose from the following options:

Option	Description
Dynamic Tags	Select a dynamic tag to include them as a checkbox in the form. For example, in a skin condition section, tags like “Acne,” “Fine Lines,” or “Hyperpigmentation” can be added as choices. Your customer can select those that apply.
Text Element	Add simple text for instructions or context within the section. Multi-language Available.
Input Element	This adds an input box.
HTML Element	Similar to the text element but with advanced formatting capabilities. Multilanguage Available.
Signature Element	Add a signature field for capturing digital signatures.
Date Element	Insert a date field for selecting or entering dates.
Document Element	Add an upload widget for customers to attach files or documents.

6. Once you’ve selected the desired items, they are automatically added to the section.
7. Exit the pop-up and refine each item’s details as needed. For example:
   1. Add content for Text and HTML elements.
   2. Configure required inputs or formatting options.
   3. Drag and drop items to rearrange them in your desired order.

Intake Form Dynamic Tag Tab

The Dynamic Tag Tab in an Intake Form’s settings allows you to select dynamic tags you would like to add to the customer once they fill out this form.

Intake Form Customers Tab

The Customers Tab in an Intake Form’s settings allows you to view all of the customers who have this form assigned and/or completed it.

Intake Form Integrations Tab

The Integrations Tab in an Intake Form’s settings allows you to copy the link for the form and send it to a customer.