Intake Forms custom feature - Revision history

Admin at 13:16, 3 February 2026

2026-02-03T13:16:00Z

← Older revision		Revision as of 13:16, 3 February 2026
Line 4:		Line 4:
	<translate>		<translate>
	<!--T:3-->		<!--T:3-->
	\|description=Create ~~intake forms to collect~~ client ~~information before appointments~~. ~~Personalize your booking process~~. ~~Activate today!~~		\|description=Request additional info during booking. Create custom questions: text, dropdowns, checkboxes, file uploads. Collect client data like age, preferences, health...
	</translate>		</translate>
	\|titlemode=append		\|titlemode=append

Admin: Marked this version for translation

2025-01-15T15:33:37Z

Marked this version for translation

← Older revision		Revision as of 15:33, 15 January 2025
Line 3:		Line 3:
	\|title=Intake Forms custom feature - SimplyBook.me		\|title=Intake Forms custom feature - SimplyBook.me
	<translate>		<translate>
			<!--T:3-->
	\|description=Create intake forms to collect client information before appointments. Personalize your booking process. Activate today!		\|description=Create intake forms to collect client information before appointments. Personalize your booking process. Activate today!
	</translate>		</translate>

Admin at 15:33, 15 January 2025

2025-01-15T15:33:33Z

← Older revision		Revision as of 15:33, 15 January 2025
Line 1:		Line 1:
	<languages/>		<languages/>
	~~<translate>~~
	~~</translate>~~
	{{#seo:		{{#seo:
	\|title=Intake Forms custom feature - SimplyBook.me		\|title=Intake Forms custom feature - SimplyBook.me
			<translate>
	\|description=Create intake forms to collect client information before appointments. Personalize your booking process. Activate today!		\|description=Create intake forms to collect client information before appointments. Personalize your booking process. Activate today!
			</translate>
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, additional questions, ask at checkout, additional information, request information, ask questions		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, additional questions, ask at checkout, additional information, request information, ask questions

Admin at 10:49, 12 December 2024

2024-12-12T10:49:12Z

← Older revision		Revision as of 10:49, 12 December 2024
Line 4:		Line 4:
	{{#seo:		{{#seo:
	\|title=Intake Forms custom feature - SimplyBook.me		\|title=Intake Forms custom feature - SimplyBook.me
			\|description=Create intake forms to collect client information before appointments. Personalize your booking process. Activate today!
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, additional questions, ask at checkout, additional information, request information, ask questions		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, additional questions, ask at checkout, additional information, request information, ask questions

Admin at 14:53, 13 September 2024

2024-09-13T14:53:56Z

← Older revision		Revision as of 14:53, 13 September 2024
Line 24:		Line 24:
	;How to use		;How to use
	:1. Enable Intake Forms Custom Feature in the Custom Feature//Adding more to the booking page.		:1. Enable Intake Forms Custom Feature in the Custom Feature//Adding more to the booking page.
	[[File:Intake forms enable path ~~new cf~~.png \| center]]		[[File:Intake forms enable path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/d/d7/Intake_forms_enable_path_redesigned.png]]
	<br><br>		<br><br>
	:2. Go to its management or to Manage//Intake forms page.		:2. Go to its management or to Manage//Intake forms page.
	[[File:Intake forms settings path ~~new cf~~.png \| center]]		[[File:Intake forms settings path redesinged.png\|1200px \| center\|link=https://help.simplybook.me/images/6/64/Intake_forms_settings_path_redesinged.png]]
	<br><br>		<br><br>
	:3. Press "+" button in the settings of Custom Feature to create a new form.		:3. Press "+" button in the settings of Custom Feature to create a new form.
	[[File:~~Create new~~ intake form v3.png \| center]]		[[File:New intake form form redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/1/1c/New_intake_form_form_redesigned.png]]
	<br><br>		<br><br>
	:4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.		:4. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
Line 42:		Line 42:
	:'''barcode''' - allows to scan barcodes via admin mobile application and get the values from scanning. Also allows simple text input like in single line intake forms.		:'''barcode''' - allows to scan barcodes via admin mobile application and get the values from scanning. Also allows simple text input like in single line intake forms.
	:'''custom HTML''' - allows to add visual dividers or additional text near the intake form. Cannot be used for client input.		:'''custom HTML''' - allows to add visual dividers or additional text near the intake form. Cannot be used for client input.
	[[File:Intake forms types ~~new~~.png\|1200px\|border ‎\|center]]		:'''file uploader - Google Drive''' - available if [[File Uploader - Google Drive custom feature]] is enabled. Allows file upload that you will be able to see in the dedicated folder on your Google Drive.
			[[File:Intake forms types redesigned.png\|1200px\|border ‎\|center\|link=https://help.simplybook.me/images/1/1b/Intake_forms_types_redesigned.png]]
	<br><br>		<br><br>
	:6. Make it rather obligatory or not with the help of "optional" switcher.		:6. Make it rather obligatory or not with the help of "optional" switcher.
	:Include the field (both title and response will be included) to client invoices if you need and if you use [[Special:MyLanguage/Accept_payments_custom_feature\|Accept payments]] custom feature.		:Include the field (both title and response will be included) to client invoices if you need and if you use [[Special:MyLanguage/Accept_payments_custom_feature\|Accept payments]] custom feature.
	:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.		:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
	[[File:~~Attach~~ intake form to services.png\| center]]		[[File:Connect intake form to services redesigned.png\|1200px\| center\|link=https://help.simplybook.me/images/6/66/Connect_intake_form_to_services_redesigned.png]]
	<br><br>		<br><br>
	:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Settings//Email and SMS settings.		:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Settings//Email and SMS settings.
	[[File:Add ~~intake form~~ variable to template.png \| center]]		[[File:Add notification variable to template intake form redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/59/Add_notification_variable_to_template_intake_form_redesigned.png]]
	<br><br>		<br><br>
	</translate>		</translate>

Admin: Marked this version for translation

2024-01-12T12:29:05Z

Marked this version for translation

← Older revision		Revision as of 12:29, 12 January 2024
Line 11:		Line 11:


			<!--T:1-->
	<br>		<br>
	[[File:Additional field new icon.png ‎\|left]]		[[File:Additional field new icon.png ‎\|left]]
Line 20:		Line 21:


			<!--T:2-->
	;How to use		;How to use
	:1. Enable Intake Forms Custom Feature in the Custom Feature//Adding more to the booking page.		:1. Enable Intake Forms Custom Feature in the Custom Feature//Adding more to the booking page.

Admin: Prepared the page for translation

2024-01-12T12:28:47Z

Prepared the page for translation

← Older revision		Revision as of 12:28, 12 January 2024
Line 1:		Line 1:
			<languages/>
			<translate>
			</translate>
	{{#seo:		{{#seo:
	\|title=Intake Forms custom feature - SimplyBook.me		\|title=Intake Forms custom feature - SimplyBook.me
Line 4:		Line 7:
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, additional questions, ask at checkout, additional information, request information, ask questions		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, additional questions, ask at checkout, additional information, request information, ask questions
	}}		}}
			<translate>


Line 39:		Line 43:
	<br><br>		<br><br>
	:6. Make it rather obligatory or not with the help of "optional" switcher.		:6. Make it rather obligatory or not with the help of "optional" switcher.
	:Include the field (both title and response will be included) to client invoices if you need and if you use [[Accept_payments_custom_feature\|Accept payments]] custom feature.		:Include the field (both title and response will be included) to client invoices if you need and if you use [[Special:MyLanguage/Accept_payments_custom_feature\|Accept payments]] custom feature.
	:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.		:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
	[[File:Attach intake form to services.png\| center]]		[[File:Attach intake form to services.png\| center]]
Line 46:		Line 50:
	[[File:Add intake form variable to template.png \| center]]		[[File:Add intake form variable to template.png \| center]]
	<br><br>		<br><br>
			</translate>

Admin at 09:15, 11 August 2021

2021-08-11T09:15:10Z

← Older revision		Revision as of 09:15, 11 August 2021
Line 43:		Line 43:
	[[File:Attach intake form to services.png\| center]]		[[File:Attach intake form to services.png\| center]]
	<br><br>		<br><br>
	:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in ~~Configuration//General~~ Settings//Email and SMS settings~~//Templates~~.		:8. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Settings//Email and SMS settings.
	[[File:Add intake form variable to template.png \| center]]		[[File:Add intake form variable to template.png \| center]]
	<br><br>		<br><br>

Admin at 12:20, 2 August 2021

2021-08-02T12:20:53Z

← Older revision		Revision as of 12:20, 2 August 2021
Line 10:		Line 10:
	[[File:Additional field new icon.png ‎\|left]]		[[File:Additional field new icon.png ‎\|left]]
	<br>		<br>
	Intake Forms Custom Feature allows you to request more information from your clients on the booking ~~page~~. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.		Intake Forms Custom Feature allows you to request more information from your clients during the booking process. You can ask several questions and they can be answered in many types of fields, such as text lines, drop-downs, text boxes etc.
	<br>		<br>

Admin at 12:04, 15 July 2021

2021-07-15T12:04:45Z

← Older revision		Revision as of 12:04, 15 July 2021
Line 39:		Line 39:
	<br><br>		<br><br>
	:6. Make it rather obligatory or not with the help of "optional" switcher.		:6. Make it rather obligatory or not with the help of "optional" switcher.
	:Include the field (both title and response will be included) to client invoices if you need and if you use [[Accept_payments_custom_feature\|Accept payments]] custom feature		:Include the field (both title and response will be included) to client invoices if you need and if you use [[Accept_payments_custom_feature\|Accept payments]] custom feature.
	:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.		:7. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
	[[File:Attach intake form to services.png\| center]]		[[File:Attach intake form to services.png\| center]]