Intake Forms

[TCSlaguna]

I would love to see an Intake Form feature with Square Appointments. A customized template that is required for clients to complete as they book an appointment would be incredibly useful.

This would help us gather more information from clients before they come in. This would also save my team time on the back end. Many businesses currently have to email out our consent forms to each new client and make sure it is complete before their appointment. It would be easier if the client had to complete the form as part of the online booking process.

I know Contracts can be sent to clients after the fact, but they are not quite the same as intake forms during the online booking process. 

[glam2017]

Agreed! An automatic intake form for all new clients would be wonderful. We currently have them fill put a paper intake form when then arrive and then scan it in. But sometimes it can run the appointment behind. 

[ArtfulCricket]

This is basic functionality available on Acuity Scheduling, and one of the many reasons why I'm hesitating to switch over!  People don't check their email, and having to have each client fill out a "contract" to collect basic information about the type of service they've requested is a needless extra step!

[Innerglo]

So if you want it to be forced on the client before checkout, then no square doesnt do that. The best they have so far is the ability to make custom forms and then select which services need to use that form. And then it will send the form to that customer if they select a service that meets the criteria for that form. 

But I reckon there is nothing that forces them to fill it out if they dont want. Which I can see being a problem. - I feel like they dont solicit enough input before some of these changes. Or just go copy competitors.    

But the feature is not very intuitive for setup. I think many dont even know its possible to automate certain forms to certain services. 

See my link for what the selection criteria of what forms / customers get the custom form.     

[Innerglo]

@ArtfulCricket  I'm  already in the square ecosystem so Im committed.  But if you are considering coming over I can say this:

Square is a payment processor that has appointment functionality as a side goal. 

Acuity / vagaro and such are appointment software that has payment accepting on a side goal. 

Square is getting better. Here and there. Ive seen almost more changes in January of 2024 than the previous entire year or 2. 

All that to say, if you like acuity, why would you switch?

[OlyEsty]

is there a plug-in feature for storing and updating client chart notes that can be connected to each customer profile? I would love to be able to have their consent forms, and my treatment notes accessible when I pull up a customer profile! I love that I can see their past and upcoming appointments and their retail purchases, and it would be even better to be able to update the service detail notes each time they come for an appointment - thus eliminating old school paper client chart notes. Is there an option out for this?

[kuttersedge]

Agree! And it should depopulate once the appointment is booked. Currently, custom questions do not depopulate and so when I have clients with a bunch of kids it always defaults to the original entry. This gets confusing/time consuming on our end for preparing paperwork in advance. And the current forms that can be sent to customers are just not usable for a services business as they're more contract-formatted.

[riftfit]

I completely agree with all of the suggestions on this post, it would be very helpful to have an easier way to collect client information and more versatility in creating “Forms”. Right now the functionality is still quite limited as there are only a certain number of characters that I can add to write even a “custom” portion of the forms, so they are quite limiting and it is incredibly annoying. This is yet again another basic functionality that square fails to provide to its paying subscribers!