Build an intake form
An intake form collects what you would otherwise spend the first ten minutes of a session asking, and puts the answers on the client record instead of in an email you have to transcribe. Start from a template rather than a blank builder; the templates exist because the same questions come up in every practice.
How to do it
- 1
Open Forms, then browse the templates
Pick the closest one and adjust it. Building from scratch is available but rarely the fast route.
- 2
Edit the questions
Add what your discipline needs, remove what it does not. Anything you would not read before a session is a question worth cutting.
- 3
Share the form
Forms have a public link a client can complete without a login, and they can be embedded in your own website.
- 4
Read the responses
Submissions appear under Forms, and against the client they came from.
Sending it automatically
Once the form exists, an automation can send it the moment a booking is made, so you are not remembering to email it to every new client. That is usually the point at which intake forms stop being a good intention.
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Last reviewed 2026-09-04.