Sending and reviewing intake forms
Get the info you need before the first session - without chasing.
4 min read · Updated Wednesday, 15th July, 2026
Intake forms attach to a client. Each client gets a unique link - no login required.
Send an intake 1. Open the client's page. 2. Click "Send intake" - copy the link, or the client gets it automatically on their booking confirmation. 3. Their answers land on the client page under Intake.
Edit the default form template in Settings → Intake.