https://community.squareup.com/t5/Appointments-Bookings/Request-additional-information-when-booking-appointment/m-p/348419#M367 <P>Hello&nbsp;<a href="https://community.squareup.com/t5/user/viewprofilepage/user-id/432108">@amys0608</a>&nbsp;</P><P>&nbsp;</P><P>There is an active discussion on intake forms <A href="https://www.sellercommunity.com/t5/Square-Appointments-Feature/Custom-booking-questions-and-fields/idc-p/101337#M548" target="_self">here</A>.&nbsp;</P><P>&nbsp;</P><P>TL;DR explanation of workaround from Helen:&nbsp;</P><P><SPAN>You can customize the email notifications your clients receive when they book an Appointment with you, so you could edit these emails to ask clients to share specific information with you before an appointment. To do this navigate to&nbsp;</SPAN><STRONG>Settings</STRONG><SPAN>&nbsp;section of your Appointments Dashboard and select&nbsp;</SPAN><A href="https://squareup.com/appointments/business/client_relations" target="_blank" rel="noopener noreferrer">Communications</A><SPAN>. Click on an email and make changes in the text box on the right-hand side of the screen.</SPAN></P><P>&nbsp;</P><P><SPAN>Hope this helps. Let me know how it goes!</SPAN></P> Thu, 10 Mar 2022 22:20:00 GMT TCSlaguna 2022-03-10T22:20:00Z https://community.squareup.com/t5/Appointments-Bookings/Request-additional-information-when-booking-appointment/m-p/348171#M363 <P>Besides name, address, email, phone, can I request additional information from my client? I need to get the name of their health insurance plan to make sure I accept it.&nbsp;</P> Mon, 22 Sep 2025 14:28:10 GMT https://community.squareup.com/t5/Appointments-Bookings/Request-additional-information-when-booking-appointment/m-p/348171#M363 amys0608 2025-09-22T14:28:10Z https://community.squareup.com/t5/Appointments-Bookings/Request-additional-information-when-booking-appointment/m-p/348419#M367 <P>Hello&nbsp;<a href="https://community.squareup.com/t5/user/viewprofilepage/user-id/432108">@amys0608</a>&nbsp;</P><P>&nbsp;</P><P>There is an active discussion on intake forms <A href="https://www.sellercommunity.com/t5/Square-Appointments-Feature/Custom-booking-questions-and-fields/idc-p/101337#M548" target="_self">here</A>.&nbsp;</P><P>&nbsp;</P><P>TL;DR explanation of workaround from Helen:&nbsp;</P><P><SPAN>You can customize the email notifications your clients receive when they book an Appointment with you, so you could edit these emails to ask clients to share specific information with you before an appointment. To do this navigate to&nbsp;</SPAN><STRONG>Settings</STRONG><SPAN>&nbsp;section of your Appointments Dashboard and select&nbsp;</SPAN><A href="https://squareup.com/appointments/business/client_relations" target="_blank" rel="noopener noreferrer">Communications</A><SPAN>. Click on an email and make changes in the text box on the right-hand side of the screen.</SPAN></P><P>&nbsp;</P><P><SPAN>Hope this helps. Let me know how it goes!</SPAN></P> Thu, 10 Mar 2022 22:20:00 GMT https://community.squareup.com/t5/Appointments-Bookings/Request-additional-information-when-booking-appointment/m-p/348419#M367 TCSlaguna 2022-03-10T22:20:00Z