Intake questions are extra questions customers answer before they add a booking to their cart, such as allergies, a service address, or a waiver signature. They need the Standard plan or higher.
Warning:
Never ask for card numbers or other payment details. Shopify checkout handles payment.
Add a question
- Go to Settings, then Customer experience, and click Intake questions. Click New Intake Question.
- Click a type (see the table below).
- In Label, type the question. Optional: add Help Text (Optional).
- For Dropdown or Multiple choice, type the answers, one per line.
- Under Assign to events (optional), choose the services that ask it.
- Check Set this field as required or Ask this for each attendee if needed.
- Click Create Field.
| Type | Customers see |
|---|---|
| Text | A box to type in |
| Date | A date picker |
| Dropdown | A list, pick one |
| Multiple choice | Checkboxes, pick one or more |
| Product picker | Products from your catalog to attach to the booking. See Attach products from your catalog |
| Checkbox | One box they must tick, such as "I accept the cancellation policy" |
| Signature | A box to sign in |
Tip:
Every required question is one more step before a customer can book. Ask as few as you can.
Change the questions on one service
- On the Dashboard, open the service and scroll to Intake Questions.
- Use Search intake questions to add to add one, or choose Create a new question.
- Drag questions to reorder them. Click the X to remove one from this service.
- Click Save at the top of the page.
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 the services that ask it (All events or No events). Search or filter to find one, then click Edit or Delete. A question assigned to no service shows nowhere.