Intake Forms

Building an Intake Form

Create a custom form clients fill out and sign before their appointment.

1. Open your dashboard, then Intake Forms > Templates

   Every form you build — and the editor to make a new one — lives here.

2. Your existing forms show up here

   Each card shows whether the form is published and live, or still a draft. Click Edit on a card any time you need to change one.

3. Click “Create your first intake form”

   This is what you see before you have any forms yet — click New Intake Form in the Templates tab to reach the same editor once you already have some.

4. Name it, then optionally generate questions with AI

   Pick a service so Help Me can draft relevant questions and a consent body for it — or skip straight to adding your own questions below.

5. Add questions and choose the expected answer type

   Each question can require a short answer, paragraph, single or multiple choice, or yes/no — and be marked Required. Click Add question for another one.

6. Write the consent body, then click Publish

   This is the text your client reads and agrees to before signing. Publishing makes the form live and attachable to a service — Save draft any time before you're ready.