Intake questions on POS

We book our paid appointments through the POS system, but our intake questions are not accessible there. If we book appointments through the portal instead, we are unable to charge clients for the appointment. This creates a significant challenge when it comes to upselling clients to paid appointments. Even when clients call to book, it is difficult for our staff to collect all the necessary information and navigate the process, as it is unclear when to use the portal versus the POS. We need a more streamlined process that allows us to collect intake information and charge clients for appointments within the same system. The current setup is confusing for our staff and creates unnecessary barriers to converting clients to paid appointments.