Client Intake Form

Know Your Client Better

No credit card needed

By using the SimplyBook.me booking system you can also take the advantage of getting to know your clients better. With further information about each of your clients you are capable of providing them with a better and more personal service.

Intake forms

Do you need information from your clients upon booking? By using Intake Forms you can ask your clients obligatory or non-mandatory questions or offer them to leave a comment upon booking.

Examples of intake forms could be the following:

a doctor may want to add a birthday field and an obligatory treatment consent checkbox;
a private language tutor would like the client to select his current knowledge level in a drop-down menu.

All intakes form answers will be displayed in each booking details both in admin calendar interface and in the detailed booking report.

SOAP info

Our SOAP custom feature allows you to insert time stamped records with 4 text fields that is attached to your client's profile in the system. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about their patients. The acronym stands for subjective, objective, assessment and plan.

Subjective
Objective
Assessment
Plan

If you have already activated the SOAP custom feature then you can also benefit from the Medical History tab on your client´s profile. That´s where you can insert all medical related information about that specific client and make sure that you can access it at all times.

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50 included Bookings
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Do you want to know more about how SimplyBook.me can help you to manage your online bookings? Watch the video to see what our scheduling software is all about