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.

You can find our written guide for Intake Documents here.

Chapters

0:00: Introduction

0:27: Preparing Document Templates

0:52: Attaching Documents to a Session Type

1:25: Client Experience