Adding custom questions to services

Attach a Form to a service when you need structured intake questions during booking. Forms are included in Growth and Pro plans and are currently rolling out in private beta.

Before you start

Create the questions you want to reuse by following Creating and sharing forms. A service can use one booking form, and the same form can be reused across multiple services.

Add custom questions to a service

1. Go to Dashboard > Scheduling > Services.
2. Create a new service or open an existing service.
3. Find Booking form and choose the form you want clients to complete.
4. Save the service.

What clients see

The selected questions appear as part of that service's booking flow. Required questions must be answered before the booking can be completed. The ordinary optional booking message remains available separately.

Where answers appear

• Open the related session to review the answers collected with that booking.
• Open the form from Dashboard > Scheduling > Forms to see its responses together.
• Open the client's record and select Forms to see identified responses from that client.

Change or remove a booking form

Edit the service and choose a different Booking form, or clear the selection, then save. This changes future bookings only; it does not remove answers already collected.

When you edit a reusable form, the updated questions apply to future bookings for every service that uses it. Review the Used by services section on the form before making a change.

Troubleshooting

Booking form is not shown on the service

Confirm that your account is on Growth or Pro. Forms are still rolling out in private beta, so contact support if an eligible account does not show the Forms menu or Booking form field.