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Intake Forms

Collect client details before they arrive

Ask the right questions at booking: allergies, preferences, goals, service notes, or consent details. Pulse keeps intake answers with the appointment so your team is prepared.

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Custom questions
Attached to bookings
Canadian privacy pages

How it works

01

Build your questions

Add custom fields for the service details, health notes, or preferences you need before the appointment.

02

Client answers while booking

The intake step appears inside the booking flow, so details are collected before the visit.

03

Staff review before service

Answers stay connected to the appointment and client record for faster, more prepared service.

Built for daily service-business work

Custom intake questions

Collect the exact details your business needs instead of forcing a generic form.

Appointment context

Answers stay tied to the booking, making pre-appointment review simple for staff.

Trust documentation

Pulse supports public privacy and security pages so clients understand how the booking experience is handled.

Intake form comparison

FeaturePulseCalendlyAcuityVagaroJane App
Custom booking questions
Service-business intake flow
Attached to client history
Canadian privacy positioning
CAD-first pricing

Frequently asked questions

Can I create custom intake questions?

Yes. Pulse supports custom intake questions so businesses can collect the details that matter for their services.

When do clients complete intake forms?

Clients complete intake questions during the booking flow, before the appointment is confirmed.

Are intake answers connected to the appointment?

Yes. Intake answers are connected to the appointment and client context so staff can review them before the visit.

Collect better details before every appointment

Start free and add intake questions to your booking flow without a separate form tool.

Get started free