Change your intake form

Change your intake form by adding your own question, or by turning off a section you do not need.

Before you start: The business owner, or staff who can open Settings.

Steps

1. Open Settings (on a phone: More, then Settings). Tap "Intake". If you offer more than one service, tap the service first.
2. To add a question, go to "Custom Fields". Under "Household Questions" or "Per-Pet Questions", tap the add button.
3. Type the question and pick a type. Tick "Required" if clients must answer. Then tap "Add Field".
4. To stop asking a section, like Training, tap its "On" button so it says "Off". To remove your own question, tap the X next to it.
5. Tap "Save Changes" to keep your changes.

If this does not work

• You want to check the form as a client sees it: open Settings, tap "Messages", then "Preview what clients see".

Also useful

• Share your intake form
• See what a client fills in