Build custom intake forms that clients fill out before their appointment. Collect medical history, consent signatures, preferences, and any information your business needs — all automatically linked to the client profile.
Create professional intake forms without any coding. Drag text fields, checkboxes, dropdowns, date pickers, file uploads, and signature fields onto your form. Reorder sections, add conditional logic, and set required fields.
Start with pre-built templates for common industries — medical intake, salon consultation, fitness assessment, or legal consent — and customize them to fit your specific needs. Save templates to reuse across services.
When a client submits an intake form, their responses are automatically saved to their profile in SchedulePro. No manual data entry, no copying information between systems. Staff members see all submitted forms before the appointment begins.
Set up forms to trigger automatically when clients book specific services. Medical practices can require health questionnaires, salons can collect style preferences, and consultants can gather project requirements — all before the first meeting.
Build any form with our comprehensive set of field types. From simple text inputs to file uploads and electronic signatures.
Replace paper forms and manual data entry with automated digital intake. Try free for 14 days.
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