Intake forms are health questionnaires sent automatically to clients before their appointment. You can have one default form for all bookings, and additional forms assigned to specific services or locations.
Managing your forms
Go to Intake forms in the nav to see all your forms. Each form shows its assignment — Default, or which service/location it's tied to. Click + Add form to create a new one, or Edit to update an existing form.
Which form gets sent?
When a client books, MassageHub picks the most specific matching form:
- Service-specific — if a form is assigned to the booked service, that form is sent
- Location-specific — if a form is assigned to the booked location, that form is sent
- Default — if no specific match, the default form is sent
Only one form is ever sent per booking.
Creating a form
When creating or editing a form, choose what it's for:
- All bookings (default) — sent whenever no more specific form matches
- A specific service — sent only when that service is booked
- A specific location — sent only when a client books at that location
Field types available: Short text, Long text, Yes/No, Multiple choice, Checkboxes.
When the form is sent
Each form has its own send frequency:
- First booking only — sent once per client for that form, never again
- Every booking — a new form link with every appointment confirmation
- After X days — re-sent if the client's last completed submission of that form is older than the set number of days (default 90)
Client experience
When a form is due, the booking confirmation email includes a "Complete form" button. The form opens in the browser — no account or app needed. Once submitted, you can view the responses in the client's record.