The Intake Form is a tool for collecting vital information from new and potential clients. With a simple click, you can effortlessly share your intake form link, streamlining the entire process.
After receiving submissions, you can seamlessly review them and create client profiles.
To learn how to share the Intake Form and accept submitted forms from your clients, please refer to Intake Form Submission and Processing
Best Use Cases for the Intake Form:
Allow new clients to easily submit their information or applications without requesting an appointment.
While you can collect client data using Online Booking, they'll then be asked to schedule an appointment. The Intake Form simplifies the process of collecting client data without also scheduling a new appointment
Seamlessly transition from paper-based scheduling to MoeGo, or leverage its capabilities to kickstart your business and grow your client base.
Build detailed client profiles and streamline your workflow with MoeGo to achieve greater efficiency.
Intake Form Overview
Explore our comprehensive intake form management system designed to streamline your client interactions and enhance your workflow.
Here's a brief overview of its key features:
Intake Form Template: Customize your intake form by clicking into the template, selecting which standard questions to ask, and add custom questions tailored to your business.
Preview: Review the form's appearance before sending it to your clients for a polished presentation.
Share Form Link: Copy the link to your intake form and share it with potential clients on your website, social media, or via email/text.
Submission Received: Conveniently access and manage all client submissions in one centralized location.
Create New Form: Create additional intake forms to suit your specific needs and requirements.
Creating a new intake form
💡Please note: Intake form set up is currently only available under the desktop version.
To create a new intake form, simply:
Go to "Intake form" on the side menu
Select the < Settings >
Select < + Create new >
Fill out the:
Form name
Welcome message
Theme color
Form cover image (optional)
Marketing policy (optional)
Select < Add > to create the form and display the question set up section
Intake form questions
1. Set up intake form questions
You can tailor questions to your needs with options such as:
Whether to ask the question or not
If clients are required to answer the question
Arrange questions in your preferred order
Add custom questions and more.
💡Please note: Answers are saved directly to the pet and owner profiles for easy access.
2. Default questions for pet owners
The default intake form questions for pet owners include:
Basic information
First name
Last name
Cell phone number
Email
Address
Referral source
Emergency contacts
People authorized to pick up pets
Service agreements
Credit card submission
The basic information (first and last name, cell phone number, and email) is always required. MoeGo uses this information to identify whether the client profile exists or if a new profile should be created.
3. Default questions for pets
The default intake form questions for pets include:
Basic Information
Pet type
Pet breed
Pet name
Gender
Weight
Birthday
Coat Type
Spayed/Neutered
Behavior
Vet name
Vet phone number
Vet address
Vaccine
Vaccine document
Pet image
Health issues
The basic information (pet type, breed, and name) is always required. MoeGo uses this information to identify whether the pet profile exists for this client, or if a new pet profile should be created.
4. Create custom questions
Want to expand your intake form with more questions? No problem! You can easily add questions and select from a range of formats to tailor the form to your needs.
To add a new question to the intake form, simply:
Navigate to either the For pet owners or For pet section
Select < + Add question > and choose a question format
Set up the question based on the format
Select < Add >
Customized Question Options Include:
Short Text Answer: Ideal for brief responses or single-word answers.
Long Text Answer: Allows clients to provide detailed explanations or comments.
Dropdown: Provides a selection of predefined options for clients to choose from.
Radio Buttons: Requires clients to select a single option from a list.
Checkboxes: Allow clients to select multiple options from a list.
Once configured, you can preview your form and seamlessly share the link! Check out our demo form to get a feel for its functionality.
FAQ
How do I require a credit card submission for my intake form?
To require a card submission when clients are filling out the intake form, go to intake form > settings, then click the edit pencil on the intake form. Go to the "For pet owners" section, find the "Credit card submission" question, and check the "Show Question" and "Required to Answer" boxes
Upon receiving the intake form, you will have the option to securely store the credit card information.
Once saved to a client's profile, payment can be easily charged to the card on file when completing an appointment. You can also charge a fee in the event of a "no-show" when updating the appointment.
Can I rearrange the order of the questions on the intake form?
Yes, you can rearrange the order of the questions on the intake form by clicking ☰ (the hamburger icon) to the left of the question and dragging the question up or down in the list.
Where do answers to custom questions go? Where can I view this information?
The answers to custom questions will be stored on the client profile in either the client or pet notes section.
Can I create multiple intake forms?
Yes! You can create multiple intake forms for various needs. If you need to create another intake form, please go to intake form > settings > + Create new
How do I send the intake forms to my clients?
You can send your intake form by going to intake form > settings > share link to copy a link to the form. You can also send the link directly to a client from the message center using the link icon, highlighting "Submit intake forms" and selecting the form you want to send.
How do I indicate which vaccines are required on the intake form?
You can indicate vaccine requirements for this question by selecting the edit pencil to open the vaccine pop-up. In the pop-up window, click the window next to "Required specific vaccine" and select from the list of vaccines. Vaccines can be configured in Settings > Clients & Pets > Pet vaccine.
