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Smart Tips & Growth
Intake Forms
Tailor info collection with forms:
Create general forms for all bookings in
Organization Menu
(top left) >
Settings > Custom Fields
.
Add service-specific forms (e.g., “Yoga experience level”) in
Left Menu
>
MANAGE > Services > [Service Name] > Form
.
Keep forms short to avoid drop-offs.
Forms help you prepare and build stronger client relationships.
Collect Client Info
Checkout Timer
Assistant
Responses are generated using AI and may contain mistakes.