Go to the Custom Forms tab in the admin dashboard
Click "Add Custom Field"
Fill in these fields:
Field Name (required) - Label clients will see
Field Type - Dropdown: Text, Number, Date, or Checkbox
Description - Help text (optional)
Required Field - Toggle switch
Global Field - Toggle to apply to all services
Services - Multi-select dropdown
Click "Create"
Single-line or multi-line text field for client responses.
Examples: "Emergency contact name", "Medical history", "Special requests", "How did you hear about us?"
Numeric input field that accepts only numbers.
Examples: "Age", "Weight", "Number of sessions completed", "Emergency contact phone"
Date picker for selecting a specific date.
Examples: "Date of birth", "Last physical exam", "Preferred start date"
Simple yes/no or true/false field for agreements or confirmations.
Examples: "I have read the cancellation policy", "This is my first visit", "I agree to terms and conditions"
Once you've created custom fields, you can assign them to specific services. Different services can have different intake forms.
Go to the Services tab
Click on a service to edit it
Scroll to "Custom Fields" section
Select which custom fields to include for this service
Reorder fields by dragging (clients see them in this order)
Click "Save"
🌐 Global Fields (All Services)
Create fields that appear for ALL services automatically (e.g., "Emergency contact").
🎯 Service-Specific Fields
Only shown when booking specific services (e.g., "Massage pressure preference" only for massage services).
Client responses to custom fields are stored with each appointment:
1. Go to Calendar
2. Click on any appointment
3. Scroll to "Client Information" section
4. All custom field responses are displayed
You can export all appointment data, including custom field responses:
Go to Analytics → Export
Select date range
Choose "Include Custom Fields"
Download CSV file
• Pressure preference (Light/Medium/Firm)
• Areas of focus (Neck/Back/Shoulders/Full body)
• Allergies or sensitivities
• Injuries or medical conditions
• First visit? (Yes/No)
• Reason for visit (text area)
• Current medications
• Insurance provider (dropdown)
• Emergency contact name and phone
• Consent to treatment (checkbox)
• Fitness goals (weight loss/muscle gain/general fitness)
• Current fitness level (Beginner/Intermediate/Advanced)
• Injuries or limitations
• Previous experience
• Medical clearance (checkbox)
• Hair type (Straight/Wavy/Curly/Coily)
• Color treatments in last 6 months (text)
• Allergies (especially to dyes/chemicals)
• Desired outcome/inspiration photo (text area)
• Budget range (dropdown)
• Student grade level
• Subjects needing help (multiple choice)
• Learning style preferences
• Upcoming exams or goals
• Parent/guardian name and contact
• Pet name and species
• Age and breed
• Reason for visit
• Vaccination status
• Behavioral notes (text area)
Learn how custom fields integrate with appointments
Set up your services before adding custom fields