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Intake Form

Collect client details before they arrive

Nobody wants to fill out a clipboard form in your waiting room, and you don't want to find out about an allergy after the fact. Ask the questions that actually matter — allergies, preferences, goals, consent — right when someone books, and have the answers sitting there before they walk in.

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Custom questions
Attached to bookings
Privacy and security pages

How it works

01

Write the questions you'd otherwise ask in person

Health notes, preferences, service details — whatever you'd normally ask when someone sits down, add it as a field instead.

02

It shows up while they're booking

No separate form to email or forget. The questions are just part of the same booking flow.

03

You've already read the answers

By the time the appointment starts, the answers are sitting on the record — nobody's asking the same question twice.

Built for the questions you actually need to ask

Your questions, not a generic template

If a generic form doesn't cover what your business needs to know, don't use a generic form — build the exact fields you actually ask for.

Answers live with the appointment, not floating in an inbox

Staff pull up the booking and the intake answers are right there — nobody's digging through email to find what a client said.

Real privacy pages, not a placeholder link

Clients handing over health details or personal notes can actually go read how that information is handled — the privacy and security pages are real, not decorative.

Intake form comparison

FeatureWaineCalendlyAcuityVagaroJane App
Custom intake form questions
Service-business intake flow
Attached to client history
Privacy controls and documentation

Waine capabilities are verified in-product. Competitor capabilities were last reviewed in September 2026 against each vendor's public documentation — “Partial” means the capability exists but with limits. See our detailed comparisons.

Frequently asked questions

Can I write my own questions, or am I stuck with a template?

You write your own. Whatever your business actually needs to know before an appointment, that's what goes on the form — no generic template to work around.

Do clients fill this out separately, or is it part of booking?

It's part of booking. There's no separate link to send or extra step to chase — the questions appear while they're already booking the appointment.

Where do the answers end up?

Attached to the appointment itself, in the client's record. Whoever's about to see that client can just look — no hunting through old emails.

Stop finding out important things after the appointment starts

Add your own intake questions to booking — no separate form tool to manage.

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