Intake documents allow you to include questionnaires and contracts in your Studio Manager booking flow. They help you collect client information and required agreements as part of the session intake process.

Note: Intake documents are available on any upgraded Studio Manager plan or Suite plan.

On this page:

• How intake documents work
• Adding intake documents to a session type
• Viewing completed intake documents

How intake documents work

You can use any questionnaire or contract template from your Templates page as an intake document. After you add the templates to a session type, clients must complete them before finishing their booking.

Note: When the Manually Approve New Sessions or Request Availability Only setting is enabled for the session type, clients complete the intake documents after you approve their session.

Adding intake documents to a session type

Note: You must create your questionnaire or contract template first before you can add them as an intake document.

To add an intake document to your session type:

1. Go to Bookings > Session Types and open a session type.
2. Under Intake Form, scroll to Documents.
3. Select the questionnaire or contract templates you want to include.

Tip: You can also include intake documents when you manually book a one-off session.

Viewing completed intake documents

To review the intake documents associated with a session:

1. Go to Bookings > Sessions.
2. Open the session you want to review.
3. Find the completed intake documents under Documents.

These documents also appear on the corresponding Contracts or Questionnaires page and in the related project (if applicable).