Use them to understand client preferences, experience levels, safety requirements, accessibility needs, or anything else that helps you deliver a better service. Oskar supports general intake forms, service-specific forms, and event-specific fields, giving you full control over what information you collect and when.
Why Intake Forms Matter
A well-designed intake form:- Reduces back-and-forth messages
- Ensures staff are prepared before the session
- Helps with compliance, waivers, and safety
- Personalizes the client experience
- Improves customer satisfaction and reduces no-shows
- Saves time for both staff and clients
General Intake Forms (Global Fields)
These fields appear for every booking — ideal for information you always need, regardless of service or event. Examples:- Emergency contact
- Allergies or medical notes
- Accessibility needs
- How did you hear about us?
- Phone number or address (if not collected earlier)
Organization Menu (top left) → Settings → Custom Fields Learn more here:
Custom Fields
Collect Client Info
Service-Specific Intake Forms
Use these when different services require different information. Examples:- Yoga class → “What is your experience level?”
- Massage therapy → “Any injuries or tension areas?”
- Coaching session → “What’s your main goal for our session?”
- Bike rental → “Height for bike sizing?”
- Haircut → “Show us a reference photo (image upload)”
Left Menu → MANAGE → Services → [Service Name] → Form Each service can have its own custom inputs, including:
- Text fields
- Dropdowns
- Checkboxes
- Date pickers
- File uploads (e.g., medical form, student ID)
Event-Specific Intake Forms
Events such as workshops, classes, or camps often require different details. Examples:- Surf camp → “Swimming experience level”
- Photography workshop → “Camera model”
- Retreat → “Dietary restrictions”
- University lab → “Student ID + major”
Left Menu → MANAGE → Events → [Event Name] → Form
(If your event doesn’t show the Form tab, use Tickets or Advanced Settings to attach custom questions.)
Best Practices for High Completion Rates
Keep forms brief and purposeful.Too many fields dramatically reduce conversion.
- Ask only what you truly need
- Prefer short questions to long paragraphs
- Use dropdowns for faster completion
- Keep sensitive questions optional
- For legal requirements, use checkboxes (waiver, consent, terms)
- Test your form on mobile — most clients book on their phone
2–5 fields for most services,
5–10 fields for complex or regulated services.
Where Answers Are Stored
Everything clients submit is saved automatically:- In the booking details
- In the customer profile (Left Menu → MAIN → Customers)
- In the appointment panel within the calendar
- In event attendee lists for group sessions
Customers Module
Calendar Views
Integrating Intake Forms with Workflows
Use forms to automate preparation:- Assign to staff — Staff see submitted info instantly via their resource calendar
- Use with QR Check-In — Intake answers show when checking people in
- Personalize follow-ups — Send tailored emails based on answers
- Segment clients — Tag customers based on form responses
- Improve services — Analyze common requests or issues
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Summary
Intake forms are powerful tools that prepare your team, personalize the client experience, and reduce operational friction.Whether global or service-specific, they keep your workflow smooth and scalable — without overwhelming clients during checkout.