When clients book a session with you, you may want them to complete a questionnaire or contract at the same time. This can be achieved with Studio Manager’s Intake Documents feature!
This video goes over the process of attaching a contract template and questionnaire template to a session type. We'll also show the client experience of completing a full booking with both documents and payment.
Feel free to use the chapter timestamps to skip to a specific part of the video:
0:27: Preparing Document Templates
0:52: Attaching Documents to a Session Type
1:25: Client Experience