You can view the complete intake form associated with a specific service from the service settings.
This is useful when you want to check which questions customers will be asked when booking that service.
Quick navigation
Settings → Service → Select Service → Intake Form
How to view the intake form for a service
Step 1: Open Services
- Log in to your Appointy admin account.
- Go to Settings.
- Under Resource Management, open Service.
Step 2: Select the service
Click the service whose intake form you want to review.
Step 3: Open the Intake Form tab
In the service details, open the Intake Form tab.
You will see the intake form fields currently assigned to that service.
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What can you review here?
The Intake Form tab helps you confirm:
- Which fields are assigned to the service
- The order in which the fields appear
- Whether a particular question is included for that service
This is useful before making changes to the intake form or testing the customer booking experience.
Example
Suppose a service called Initial Consultation has these intake form fields:
- Reason for Visit
- Medical History
- Allergies
- Additional Notes
Opening the Intake Form tab for that service lets you confirm that all four questions are assigned correctly.
Frequently Asked Questions
Where can I see the intake form for a specific service?
Go to:
Settings → Service → Select Service → Intake Form
Can different services have different intake form fields?
Yes. Intake form fields can be assigned to specific services.
Can I edit a field from the service Intake Form tab?
Yes. You can use the available edit options to manage the assigned intake form fields.
Can I remove a field from only one service?
Yes. Edit the field and deselect that service.
Does viewing the Intake Form tab change anything?
No. It only lets you review the current intake form setup for that service.