Intake Forms

Intake Forms

Intake forms let you collect important client information before their first appointment. Build custom forms with the drag-and-drop editor, send them via email, and review submissions from one place.

Building a Form

1. Navigate to Intake Forms in the sidebar
2. Click New Form
3. Give your form a name (e.g., "New Client Intake", "Health History")
4. Add fields using the form builder:
   • Text -- Short or long text responses
   • Choice -- Single-select or multi-select options
   • File upload -- Let clients attach documents or images
   • Signature -- Capture a digital signature for consent or agreements
   • Date -- Date picker fields
5. Mark fields as required or optional
6. Click Save

Sending Forms to Clients

• Manual send -- Open a client's profile and click Send Form, then choose which form to deliver
• Automatic send -- Configure forms to be sent automatically when a new booking is created
• Clients receive an email with a secure token link to complete the form -- no account required

Reviewing Submissions

When a client completes a form, you're notified and can review the submission from the client's profile under the Forms tab. Submissions are stored alongside other client records for easy reference.

Form Reminders

If a client hasn't completed their form before the appointment, Stillpoint can send an automatic reminder email. Configure reminder timing in your form settings.

Tips

• Create separate forms for different services (e.g., massage intake vs. therapy intake)
• Use the signature field for informed consent and privacy agreements
• Review submissions before the appointment so you're prepared for the session