Introducing: Intake Forms⚡️
Do you provide services where gathering customer information ahead of time is necessary for providing the best experience? Introducing Intake Forms to make this process a breeze for everyone.
Intake Forms are LIVE on Momence:
We know that many of you offer services — such as massage, acupuncture, physical therapy, etc — that require a deep understanding of your customer before you begin working together. You may want to understand the details of the customer’s injuries, medical background, pain points, past experience with different therapies, and more so that you can properly assess and create a plan for your first session and/or your protocol moving forward.
As you know, one of our main goals here at Momence is to allow your business to have a one-stop-shop platform where you can keep all of your information in one place and streamline processes for you, your staff, and your customers. Which is why we are super excited to announce the launch of the Intake Forms App, which will allow you to build custom intake forms to gather customer information, and have it live within the appointment itself as well the customer’s profile should you choose.
Steps to getting started with Intake Forms:
1. Turn on Intake Forms: You can turn on the free Intake Forms app under Apps & Integrations > App store > Intake forms.
2. Once turned on, navigate to Customers > Intake forms > Add intake form to create a new intake form. You have the ability to create as many forms as you would like, and customize them to fit the needs of different services (ex. the form for physical therapy clients might have different questions from your private pilates clients).
3. After deciding on the name of the Intake form, click the Add field button to begin building your form.
4. You can use different Field Types including: text or text area (larger character max), number, dropdown and multiselect, so you can gather customer information in the most optimal way.
5. Each intake field can be required to answer or not, and you can also attach intake fields to existing custom info fields, which will have them show up in the customer’s profile and have any associate badges link to the customer and show in class rosters and your customer list.
6. As you build our your intake fields, you will see the form being created on the main intake form creation page, and you will have the ability to go in and edit or delete fields at any time.
7. Once your intake form is complete, the system will generate an Intake form link, which you can copy and send our to any current customers, or use the send to customer action to do so.
8. The customer view will look similar to the below. Please note that you also have the ability to customize the branding colors of the form from Customers > Intake forms > Settings.
9. If you want to read a specific client’s answers to a form, navigate to Customers > Intake forms > select the form > click on the client’s submission.
10. You can link any intake form to a specific appointment service. Go to Appointments > Services > edit service > scroll to the Associated intake form section. From there, you can select the intake form that you’d like to associate, and then choose if you’ll require customers to complete the form on their First booking of that service, or on Every booking of that service.
11. Customers will receive the request to complete the intake form to their email inbox - you can edit the copy of this email under Studio set-up > Transactional templates > Intake form fill request. You can clearly see if a customer has not filled out their form from the appointment reservation itself, and easily resend or open the intake form from there.
Want to learn more about this and other great Momence features? Check out our FAQ page or book a demo today.
Already a Momence user and want to know more?
💜,
The Momence Team