Intake questions are extra questions on your booking form. Customers answer them before they add the booking to their cart. Use them for allergies, injuries, a service address, a waiver signature, or anything else you need to know.
Intake questions need the Standard plan or higher.
Warning:
Never ask for card numbers or other payment details. Shopify checkout handles payment.
Add a question
- Click Intake Questions in the app menu.
- Click New Intake Question.
- Choose a type (see the table below).
- In Label, type the question, such as "Do you have any allergies?"
- Optional: add Help Text (Optional) to explain why you ask.
- For Dropdown or Multiple Choice, type the answers customers can pick.
- Under Assign to events (optional), choose the services that should ask this question.
- Check Set this field as required if customers must answer.
- Click Create Field.
Question types
| Type | Customers see | Good for |
|---|---|---|
| Text | A box to type in | Addresses, short answers |
| Date | A date picker | Date of birth, event date |
| Dropdown | A list, pick one | "Which wine flight?" |
| Multiple Choice | Checkboxes, pick one or more | Add-ons, interests |
| Confirmation Checkbox | One box they must tick | "I have read the cancellation policy" |
| Signature | A box to sign in | Waivers and consent forms |
Tip:
Ask as few required questions as you can. Every required question is one more step before a customer can book.
Add or reorder questions on one service
- On the Dashboard, open the service.
- On the General tab, scroll to Intake Questions.
- Choose which questions this service asks.
- To change the order, click Reorder and drag the questions.
- Click Save in the bar at the top of the page.
A question that is not assigned to any service does not show anywhere.
See the answers
- In the booking. Open the booking from Bookings. The answers are in the Intake Questions section. You can edit them there.
- In emails. Confirmation emails to the customer and to your team include the answers.
- In Shopify POS. Staff see the answers when they open a booking on the Check in tile. A signature shows as Signed.
- In Google Calendar or Outlook. On the service's Notifications tab, check Add customer information in Google and Outlook Calendar Descriptions. See Choose what your calendar events show.
Find, change, or delete questions
The Intake Questions page lists every question and where it is used. All events means every active service asks it. No events means no service does.
- Search, or filter by service or question type, to find a question. Click Clear filters to see all of them again.
- Click Edit to change a question, its answers, or which services ask it.
- Click Delete to remove it.