Client intake forms for appointments (Anamnese)

Intake forms (in German: Anamnesebogen) collect a client's answers before and during an appointment. Each form is signed and stored as a PDF on the customer's record.

Create a form

1. Go to Schedule → Appointments → Intake forms.
2. Press New form and pick Default or a category, or Add category.
3. Build the form in three moments:
   1. When booking: short online questions. Two to four are recommended. You can mark answers that need your attention.
   2. At the appointment: sections for the client, the practitioner, or studio only. Limit a section with Only for these services, reorder sections, and tick rows to delete several at once.
   3. Signing.
4. Check the live preview and save. Leaving with unsaved changes asks you to Save, Discard or Stay.

The overview lists the Default form and the forms per category with counts, last change and Edit. A category can have several forms but only one is On. If all are Off, the Default form is used.

Templates

• From template inserts a built-in template (cosmetics, massage, waxing) or one of your own as a copy.
• Save as template keeps a whole form or chosen sections.
• The Templates page shows where each template is used, and lets you rename, preview, duplicate and delete. Deleting a template does not change forms made from it.

Which form a booking gets

A booking gets the form of its service's category. You can change it with Assign form in the row menu on Upcoming or on the customer's Appointments tab, or with the Intake form field when you book for a customer. Choose Default, another category or none. This works until the form is opened.

Fill in the form at the appointment

1. On Upcoming, tap the Form chip under the client's name, or Open client form in the row menu.
2. Questions: use Let the client fill it in to hand them the device.
3. Overview: answers that need attention are shown on top.
4. Assessment.
5. Signatures: both of you sign, with optional photo consent.
6. Add private Treatment notes, then press Done.

Signing locks the form and creates a PDF. Later changes are added as dated notes. Next time, the last visit's answers are prefilled. All forms per visit are on the customer's Intake tab.

Who can see health data

The owner and teachers with Full access see intake answers, forms and customer photos by default. You can switch Client health data on or off per teacher under People → Teachers. See teachers.

Good to know

Deleting a customer permanently deletes their intake answers, signed forms and treatment photos. See customers.