What Are Intake Questions?
Intake Questions let you collect important information from customers during the booking process — before they complete their appointment.
These are useful for things like:
Health or consent questions
Preferences or special requests
Collecting notes that your team needs before the appointment
Customers answer these questions after selecting a date and time, but before confirming their booking. Their responses will be available in their booking details and email notifications.
How to create Intake Questions?
Head to the Intake Questions tab and add your fields. There are 6 types of Intake Questions: text fields, dates, dropdowns, multi-select, confirmation checkboxes, and signatures. 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.
How to make the 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
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.
How to 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 Show All Events > 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.
How to add the intake questions to emails?
Add the following text snippet to your confirmation and reminder emails if you’re using the Custom Intake Template. If you’re using the Easy Appointment Booking template, this snippet is added automatically.
{{#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 question responses and add the values in there for you.
How to Re-order intake questions?
You can reorder the questions so they appear in the correct sequence: From the app dashboard, click Show all events. Then click Edit on the event, General Tab, scroll to the intake questions assigned to that event, and click Reorder. Click on the dots to the left of a field and drag it to the desired position.
How to make 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)
FAQs
Are intake questions the same as Shopify product options?
No. Intake questions are tied to the booking, not the product variant, and are designed specifically for appointment-related information.
Can different events have different questions?
Yes. Intake questions can be created globally; however, they can be configured per event, depending on your setup.
Can customers edit their answers later?
No, intake questions are answered at booking time. If changes are needed, you can edit the response on the bookings tab > View under Intake Question > Edit Responses
