The Scheduling Intake Form
Your booking form is the intake form your clients will fill out to prior to booking an appointment through vcita. You can use it to collect contact details and provide a booking policy and terms of service. After filling out the form, clients are automatically added to your Clients list.
Note: If a client starts a booking but abandons it, they will still be added as a new lead in your vcita account.
To edit Intake Forms:
- In your vcita account, navigate to Settings > Client Card & Forms.
- Switch to the Intake Forms tab.
- Expand the Scheduling Form tab to start adding client fields and policies.
For more on editing intake forms, refer to our intake form article.
Note: Logged-in clients won't have to fill in their personal details again.
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