The Intake Form serves as your essential tool for collecting vital information from potential new clients. With a simple click, effortlessly share your intake form link, streamlining the entire process.
After receiving submissions, seamlessly review them and create client profiles directly from the submission.
For how to share and accept the client submitted intake form, please refer to the Intake Form Submission and Processing
Best Use Cases for the Intake Form:
Allow new clients to easily submit their information or applications without the need to request an appointment.
While the Intake Form simplifies the process of collecting client data, online booking enables clients to select preferred time slots and request appointments directly.
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 own intake form by clicking into the template and tailoring it with your own questions.
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, a versatile tool to share with potential clients whether it's 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 new intake forms to suit your specific needs and requirements.
Creating a new intake form
💡Please note: The 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
Select < Add > to reveal the intake form question set up
Intake form questions
1. Set up intake form questions
You can tailor questions to your needs with options such as:
Opt to display the question or not.
Choose whether the question is required.
Arrange questions in your preferred order.
Add custom questions and more.
💡Please note: Accepted answers are saved directly to the pet profile 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
Referral source
Service agreements
Credit card submission
The basic information, including first and last name, cell phone number, and email, is the system-required field used to identify whether the client profile already exists in the system.
3. Default questions for pet
The default intake form questions for pet owners include:
Pet type
Pet breed
Pet name
Gender
Weight
Birthday
Coat Type
Fixed
Behavior
Vet name
Vet phone number
Vet address
Emergency contact
Vaccine
Vaccine document
Pet image
Health issues
Pet Type, Breed, and Name are system-required fields used for the system to detect if the pet exists in the system.
4. Create custom questions
Want to expand your intake form with more questions? No problem! You can effortlessly add questions and select from a range of formats to tailor the form to your specific needs, enriching the depth of insights you gather.
To add a new question to the intake form, simply:
Navigate to either the Owners or Pets section
Select < Add question > and choose a question format
Set up the question based on the format chosen
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: Offers a single-choice selection from a set of options.
Checkboxes: Allow clients to select multiple options from a list.
Once configured, you will have the option to preview and share your link seamlessly! 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 the intake form > settings > edit the intake form. Then navigate to the "for pet owners questions", select the show question and required answer box for the credit card submission question.
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 conveniently processed upon completion of your appointment service, or alternatively, charged in the event of a "no-show."
Can I rearrange the order of the intake form questions?
Yes, you can rearrange the order of the questions on the intake form by selecting the < hamburger icon > to the left of the question and dragging the question to reorder.
Where do the answers to the 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 form
How do I send the intake forms to my clients?
You can send your intake form by copying the intake form link. To copy the intake form link please go to intake form > settings > share link. You can also send it directly to a client from the message center using the intake form widget/link.
How do I indicate which vaccine I am referring to on the intake form?
You can indicate specific vaccine requirements for this question by selecting the < edit icon > to pull up the pop-up window. In the pop-up window, select the drop down to choose specific vaccines that have been previously set up in your pet settings.
