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.
Question types
The app supports six question types:
Type | When to use |
Text | A single-line text field. Good for names, addresses, short answers. |
Date | A date picker. Useful if you need a date that's separate from the booking date — for example, a date of birth. |
Dropdown | A menu where customers pick one option from a list you define. |
Multiple Choice | Checkboxes where customers can pick one or more options from a list. |
Confirmation Checkbox | A single checkbox customers must tick. Use this for consent statements or terms acknowledgments. |
Signature | A signature pad. Useful for waivers or consent forms. |
💡 Tip: Use a Confirmation Checkbox when you need customers to acknowledge something specific — for example, "I confirm I have read the cancellation policy." The customer must check the box before they can add the booking to their cart.
Adding a new intake question
Intake questions are managed under Intake Questions in the main app navigation.
Go to Intake Questions in the app.
Click New Intake Question.
Choose a question type (see below for the full list).
Enter a Label — this is the question text your customers will see.
Optionally add Help Text to explain why you need the information.
If you chose Dropdown or Multiple Choice, enter your options — one per line.
Assign the question to one or more services, or leave it unassigned to add it to services individually later.
Check Set this field as required if customers must answer before booking.
Click Create Field.
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 do I 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.
Changing the order questions appear
When a service has multiple intake questions, you can control the order they appear to customers.
Open the service in the app.
Go to the Intake Questions tab.
Click Reorder.
Drag questions into the order you want.
Save.
Where answers appear
Once customers submit intake question responses, you can find them in several places:
Booking detail view — Open any booking from the Bookings dashboard. A section called Intake Questions shows each question and the customer's answer. You can also edit answers directly from this view if needed.
Notification emails — Customer confirmation emails and staff notification emails include intake question responses below the booking details. No extra setup is needed.
Google Calendar and Outlook — If you have Google Calendar or Outlook sync enabled on a service, you can turn on the setting Include customer details in calendar event description. When enabled, the calendar event description includes the customer's name, email, phone number, and all intake question responses.
💡 Tip: The Google and Outlook calendar option is especially useful for one-on-one appointments. Having the intake responses in your calendar means you can review them on any device before the appointment without opening the app.
Editing or archiving a question
To edit an existing intake question, go to Intake Questions, find the question in the list, and click Edit. You can change the label, help text, options, required setting, and service assignments.
To remove a question, click Archive. Archiving hides the question from all booking widgets without deleting the historical answers already collected.
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
