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. 

[psypayment]

Sellers have been asking for this for years, this thread included, so we built it.

We make apps for Square Appointments. With this one you paste in the waiver or intake form you already use, it goes to your client when they book, and they sign on their phone before they arrive. The signed copy is saved under the client’s name. Works on any Square plan.

appfoundation.io/appointment-forms

[TCSlaguna]

Wow @psypayment, I am impressed. 
Intake Forms AND Zoom links for virtual appointments. 
Well done!