Custom Intake Form

Studios can now customize the intake questions clients see during account creation. With Custom Intake Forms, studios have more control over what information is collected during the client sign-up flow.

This update enhances the existing Additional Details section in the sign-up flow. All collected details will appear in the Front Desk and Widget Client Profiles.

Why It Matters:

Every studio is different. Until now, all studios used the same fixed intake questions, which meant:

Important health or onboarding details were missed
Staff weren’t fully prepared for a client’s first visit
Studios relied on manual workarounds
Some questions felt unnecessary or misaligned with studio values

Important health or onboarding details were missed

Staff weren’t fully prepared for a client’s first visit

Studios relied on manual workarounds

Some questions felt unnecessary or misaligned with studio values

Functionality:

A new Client Intake Questions section is available in Business Settings, where studios can manage intake questions for their entire organization.

Standard Intake Questions

(Standard questions that already existed in the system)

Studios can turn standard questions on or off
Studios cannot edit standard questions
If a standard question is turned off:
- It will not appear in the client sign-up flow
- Past answers remain visible in the Front Desk client profile
Turning off Birthday or Referral Source may affect automations (there is a tooltip next to these to reflect that this impacts automations)

Studios can turn standard questions on or off

Studios cannot edit standard questions

If a standard question is turned off:

It will not appear in the client sign-up flow

Past answers remain visible in the Front Desk client profile

Turning off Birthday or Referral Source may affect automations (there is a tooltip next to these to reflect that this impacts automations)

Ability to Add Custom Questions

Studios can add their own custom intake questions to collect additional details.

Additional questions are free-form text (question + free form answer)
Custom questions appear immediately in the new client sign-up flow
They show up in both the Front Desk and Widget client profiles
If a client already completed intake, new questions will appear as blank in front desk and widget client profiles

Additional questions are free-form text (question + free form answer)

Custom questions appear immediately in the new client sign-up flow

They show up in both the Front Desk and Widget client profiles

If a client already completed intake, new questions will appear as blank in front desk and widget client profiles

Editing a question updates it going forward
- This means if a studio edits an existing question and completely changes the question type. All previously answered questions will still remain and may not make sense.
- Recommendation: Keep the original essence of the question. Do not change completely. If total changes are needed, the studio should make question inactive and create new one.
Removing a question:
- Past answers remain visible in the front desk client profile
- The question and answer will no longer be visible in the widget client profile
- The question is removed from the intake form moving forward

Editing a question updates it going forward

This means if a studio edits an existing question and completely changes the question type. All previously answered questions will still remain and may not make sense.

Recommendation: Keep the original essence of the question. Do not change completely. If total changes are needed, the studio should make question inactive and create new one.

Removing a question:

Past answers remain visible in the front desk client profile

The question and answer will no longer be visible in the widget client profile

The question is removed from the intake form moving forward

Client Profile (Front Desk)

All intake responses continue to live in the More Info section
Standard questions appear first
Custom questions appear below standard questions
Removed standard questions remain visible but blank if unanswered
Staff can manually add or update responses using the Edit button

All intake responses continue to live in the More Info section

Standard questions appear first

Custom questions appear below standard questions

Removed standard questions remain visible but blank if unanswered

Staff can manually add or update responses using the Edit button