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How do I include a questionnaire or contract as part of my session intake?

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With Studio Manager’s intake document feature, you can require clients to complete a questionnaire and contract as part of your booking flow. This is a great way to ensure that you have all the necessary information and required agreements collected immediately. To see intake documents in action, check out our demo here.

Note: Intake forms are a feature available on any upgraded Studio Manager Plan or Suite Plan.

On this page:

Setting up Intake Documents

You can use any questionnaire template or contract template from your Templates page as an intake document for your sessions. To set up your session type’s intake documents:

  1. Add your documents as templates (You can skip this step if you have already created templates that you wish to use). Go to Studio Manager Dashboard > Templates and add your intake document as a questionnaire template or contract template.

  2. Add the intake documents to your session type. Go to Bookings > Session Types and click to edit the specific session type you’d like to add your intake document to. Under Intake Form, scroll down to Documents and select the templates you’d like to add to your session type.

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    Tip: Alternatively, you can add intake documents to one-off sessions. When manually creating the one-off session, simply proceed to the session’s Intake Form section and add your intake forms.

Once this is done, you are all good to go! When booking, clients will be required to complete your intake document(s) before they can complete the booking.

Note: If you have “Manually Approve New Sessions” or “Request Availability Only” set up for your session type, your client will not be asked to complete the intake documents until after you approve their session.

Viewing Completed Intake Documents

You can review a session’s associated intake documents by going to  Bookings > Sessions and clicking into the specific session. The session intake documents will be available under the session’s Documents.

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Note: Intake documents will also appear in other areas if applicable, such as part of your Contracts page, Questionnaires page, or a related project.