Intake Questions let you ask questions to your customers before they book an event. Their responses will be available in their booking details and email notifications.
Creating Intake Questions
Head to the Intake Questions tab, and add your fields. There are 5 types of Intake Questions: text fields, dates, dropdowns, multi-select, and confirmation checkboxes. You can set a label, help text, and even set if it needs to be required by your customers as they fill out each appointment.
Making Intake Questions required
Click Edit on that intake question
Check set as required
Now when you see the question there will be a red asterisk denoting a required field. The Add to Cart button only gets enabled when the required fields are filled.
Using intake questions to accept waivers and terms
To set this up,
a. Go to the Intake Questions tab
b. Edit your question
c. Highlight the text in the Help Text
d. Click on the link icon
e. Enter your link and click Update
✍️ Collect E-signatures on Bookings
You can now collect e-signatures directly as part of your intake questions, making it easy to get consent or acknowledgment before a session.
How to enable e-signature collection:
Go to Settings > Intake Questions in the Easy Appointment Booking app.
Click “Add Question”.
In the Question Type dropdown, select “Signature”.
Customize the Label (e.g., “Please sign below to confirm you agree to our terms”).
Save your question.
Make sure you enable the question on the event so that the question appears on the event.
Once enabled, customers will be prompted to draw their signature during the booking flow.
🔐 All signatures are securely stored and can be viewed within each booking under the Bookings tab.
Add/remove Intake Questions on Events
You can assign or unassign the intake questions that show up for an event:
Select your event from the Dashboard, by clicking Edit next to the event name.
Scroll down to the Intake Questions section.
Select the intake questions you want to enable and Save Fields to Event.
Now after a customer selects their time, they see your intake questions.
Add the intake questions to emails
Add the following text snippet in your emails (confirmation and reminder emails)
{{#each booking_line_items}}
{{this.name}}: {{this.value}}
{{/each}}
You can insert a line break by clicking at the end of the previous line.
Then click on 'New line' > Save.
This would go through each of your intake questions responses and add the values in there for you.
Re-order intake questions
Go to manage event, scroll to the intake questions that are assigned to that event and click “Reorder intake questions”. Click on the dots to the left of the field and drag them to the spot you wish
Making the field required or optional
Go to the Intake Questions tab
Click Edit on the question
Check the required box to make it mandatory. Uncheck to make it optional
Click on Update
Modifying the Intake Questions
Go to the Intake Questions tab
Click Edit next to the question you want to modify.
Where can I view customer responses?
You can see the responses to your questions under Booking > List View > Intake Questions > View.
Intake questions are also available in the Export (Bookings > List View > Export)