Know exactly who is booking before they show up.
Every booking on schedule.so can include a custom intake form. Ask qualifying questions, collect intake information, get legal consent — all before the meeting happens. Your calendar fills with prepared, pre-qualified clients, not cold unknowns.
10 field types. Build the form you actually need.
Short & Long Text
Single-line for names, company, job title. Multi-line for detailed answers — goals, challenges, context.
Dropdown & Multi-Select
"How did you hear about us?" or "Which topics do you want to cover?" One choice or many — both field types included.
Checkbox & Radio Button
Single checkbox for yes/no confirmation. Radio button for choosing one from a visible short list.
Legal Consent
A consent checkbox with custom legal text. Required for healthcare, coaching agreements, and GDPR opt-ins. Consent is recorded with the booking.
URL & Phone Number
Collect a LinkedIn profile, portfolio, or any web link. Or require the attendee's phone number before they can complete a booking.
Email Verification
Verify the attendee's email address before the booking is confirmed. Reduces no-shows and eliminates fake bookings.
What intake forms are used for
Sales Lead Qualification
Ask "What is your company size?" and "What is your budget?" before a discovery call. Walk into every meeting knowing if it is worth your time.
Clinical Intake
Collect patient history, symptoms, and consent before a first consultation. Arrive prepared. Patients feel cared for before they even arrive.
Coaching Intake
Ask goals, current challenges, prior experience. Your first session becomes a continuation, not an introduction.
Legal & Compliance Consent
GDPR consent, coaching agreement acknowledgement, terms of service acceptance — all collected and recorded at booking.
Frequently asked questions
Yes. Each field can be set as required or optional. Required fields must be filled before the booking can be submitted.
Form responses are attached to the booking in your dashboard. You can view them before the meeting. They’re also included in booking notification emails.
Yes. Intake forms are configured per event type. Your quick 15-minute call can have no form. Your 60-minute session can have a detailed intake.
The legal consent field collects explicit user consent with custom text you define. How you use it for GDPR compliance depends on your specific data processing practices — we recommend consulting your legal advisor for your specific situation.
Yes. Enable email verification on your event type. The attendee must verify their email address before the booking is confirmed.
Stop going into meetings blind.
Ask the questions that matter before anyone books a slot.
