Features ▸ Intake forms
Ask once.
Never again.
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
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
Built once.
Asked every time.
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
Single-line text — name, school, anything short
Long text
Multi-paragraph — goals, notes, context
Drop Down List
Pick one from a list you define
Checkbox
Single yes/no — "I've read the disclaimer"
Checkbox List
Pick many from a list — interests, topics
Yes/No Choice
A clean two-button toggle
Time Zone
Auto-detected, manually overridable
Nationality
ISO country list with flag emoji
Email
Validated and matched to existing clients
Phone Number
Country code aware, format-checked
WhatsApp Number
WhatsApp-specific number for follow-up
Address
Single line or full structured address
Per fieldRequired toggleCustom help textConditional show / hideDefault value
03 — for returning clients
Never twice.
Saved to the 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 answersEmail + phone match returning clients silently
- ✓Edit-in-place on confirmThey tap to change, otherwise leave it
- ✓Profile grows over timeSearchable field by field across all clients
- ✓Export to CSVPull 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.
EDUCATION5 fields
University admissions
- Current school
- Target program
- GRE / GMAT
- Application deadline
- Statement of purpose
CAREER5 fields
Career coaching
- Current role
- Target role / industry
- Years of experience
- Salary band
- Top 3 blockers
WELLNESS5 fields
Yoga & breathwork intake
- Practice experience
- Injuries or limitations
- Pregnancy?
- Goals for the session
- How you heard about me
REAL ESTATE5 fields
Property consultation
- Buy or sell?
- Target neighborhoods
- Budget range
- Timeline
- Pre-approved?
LEGAL5 fields
Initial legal consult
- Matter type
- Opposing party (if any)
- Jurisdiction
- Existing counsel?
- One-paragraph summary
TUTORING5 fields
Tutoring session prep
- Grade / level
- Subject(s)
- Assignment to review
- Current confidence (1–5)
- Parent contact
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
