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Features ▸ Intake forms

Intake forms.
Ask once.

Custom intake forms per meeting type — the questions you need answered, asked during booking, saved to the client profile. Returning clients skip what they've already given.

12 field types · validated · auto-saved
dashboard / intake form
Intake form5 fields · auto-saved
Add questions
TextboxSELECTED
Long text
Drop Down List
Checkbox
Checkbox List
Yes/No Choice
Time Zone
Nationality
yourdayschedule.com/nadia
Step 3 of 4 · A few quick questions
University shortlist review · 45 min
FORM
Current school *
Purdue University
Target program
MS, Computer Science▾
Have you taken the GRE?
Yes
No
What do you want to get out of this session?
"I'd love to narrow down my Top 5 from the 12 schools I'm currently considering, mainly around fit and visa timeline."
auto-savingContinue →
01 — how it works

Intake questions,
asked at booking.

Drag fields onto a form, attach it to a meeting type, and you're done. Every booking for that type gets the same questions — and the answers land on the client's profile, ready next time.

01
Build the form
Pick from 12 field types. Reorder by drag, mark required, save. No code, no learning curve.
Form: Admissions intake · 5 fields
⋮⋮Current school
⋮⋮Target program
⋮⋮Taken the GRE?
⋮⋮Session goals
02
Attached to bookings
Pick which meeting types ask which form. Free intros stay short. Paid sessions can ask everything.
Meeting types
Free intro · 15 minNone
Consultation · 45 minAdmissions intake
Document review · 60 minDocument intake
03
Saved to the client
Answers flow to the client profile. Returning clients skip questions you've already asked — never twice.
A
Aarav Patel
3 sessions · last May 13
Current schoolPurdue University
Target programMS, Computer Science
GREYes — 326

02 — Field types

Twelve
field types. One form
builder.

From a single-line question to a country-aware phone number, with proper validation built in.
Mix and match per meeting type.

Textbox
Long text
Drop Down List
Checkbox
Checkbox List
Yes/No Choice
Time Zone
Nationality
Email
Phone Number
WhatsApp Number
Address
03 — for returning clients

Answers saved
to the client profile.

When a returning client books, we pre-fill what they've already told you. They confirm or update — they don't retype. Their profile gets richer with every session.

  • ✓
    Auto-prefill from past answers
    Email + phone match returning clients silently
  • ✓
    Edit-in-place on confirm
    They tap to change, otherwise leave it
  • ✓
    Profile grows over time
    Searchable field by field across all clients
  • ✓
    Export to CSV
    Pull any field for any cohort, any time
First booking
Current school
Target program
GRE taken?
Session goals
Email
Phone
~90 seconds · all six fields shown
3rd booking
✓Current schoolPurdue
✓Target programMS, CS
✓GRE taken?Yes — 326
Session goals
✓Emailaarav@...
✓Phone+1 (765)…
~12 seconds · only 1 field to answer

04 — Start from a template

Forms for every kind
of session.

Choose a template that fits your session, then customize every field to work your way.

✦Start from a template.
Make every field yours.

Education5 fields

University admissions

05 — two minutes to set up

Ask the right
questions.

Build the intake form your business has always needed — and let it ask itself.

No card · cancel any time · your data, your export
Features ▸ Intake forms

Intake forms.
Ask once.

Custom intake forms per meeting type — answered at booking, saved to the client profile. Returning clients skip what they've already given.

12 field types · validated · auto-saved
yourdayschedule.com/nadia
Step 3 of 4
A few quick questions
Current school *
Purdue University
Target program
MS, Computer Science▾
Taken the GRE?
Yes
No
auto-savingContinue →
01 — how it works

Intake questions,
asked at booking.

Drag fields, attach to a meeting type, done. Answers land on the client profile.

01
Build the form
Pick from 12 field types. Drag to reorder, mark required, save.
⋮⋮Current school
⋮⋮Target program
⋮⋮GRE taken?
⋮⋮Session goals
02
Attached to bookings
Pick which meeting types ask which form.
Free intro · 15 minNone
Consultation · 45 minAdmissions intake
Document review · 60 minDocument intake
03
Saved to the client
Returning clients skip what you've already asked.
A
Aarav Patel
3 sessions
Current schoolPurdue
Target programMS, CS
GREYes — 326

02 — Field types

Twelve
field types. One form
builder.

From a single-line question to a country-aware phone number, with proper validation built in.
Mix and match per meeting type.

Textbox
Long text
Drop Down List
Checkbox
Checkbox List
Yes/No Choice
Time Zone
Nationality
Email
Phone Number
WhatsApp Number
Address
03 — for returning clients

Answers saved
to client profile.

We pre-fill what they've already told you. They confirm or update — they don't retype.

1st BOOKING
School
Program
GRE?
Goals
Email
Phone
~90 sec
3rd BOOKING
✓School
✓Program
✓GRE?
Goals
✓Email
✓Phone
~12 sec · 1 question
  • ✓Auto-prefill from past answers
  • ✓Edit-in-place on confirm
  • ✓Profile grows over time
  • ✓Export to CSV any time

04 — Start from a template

Forms for every kind
of session.

Choose a template that fits your session, then customize every field to work your way.

✦Start from a template.
Make every field yours.

Education5 fields

University admissions

05 — two minutes to set up

Ask the right
questions.

Build the intake form your business has always needed.

Start your 14-day trial →
No card · cancel any time