Know Your Client Better

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.

Client Fields - Collect information about your customers

With the Client Field custom feature you can collect information about your clients the first time they book your services by asking them multiple questions. This feature works with Client Login, so the first time your client is signing up to book your services, they can be asked different types of questions and the answers will remain attached to the client and not their booking.

This custom feature is great if you want to know more about your client like for example their birthday, their insurance or ID number. The options are endless and this is your chance to get to know your customers better.

Answers to those questions can be added to email notification and they can also be exported to excel if needed via client report. The difference between Client Fields and Intake Forms is that answers to Client Field questions are attached to the client whereas answers to Intake Forms questions are attached to the booking. So with the Intake forms you would rather ask questions related to the booking where as with the Client Field feature you would be asking questions related to the client himself.

Please click here to read how exactly to set it up.

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.