Picktime Intake Forms help you ask customers extra questions before they book. Each answer is saved with the booking it belongs to.

Path: Online Booking > Settings > Intake Forms

Before you begin

Intake Forms are used for questions related to the booking. For example, you can ask about the reason for today’s visit, allergies, pet breed, special instructions, or appointment notes.

Use Customer Details for customer profile information, such as name, phone number, address, or birthday. Use Intake Forms for questions specific to a booking.

Note: Intake Forms are available on the Starter and Pro plans. You can add up to 20 questions.

How to add an Intake Form question

Step 1: Go to Intake Forms

From your Picktime dashboard, go to Online Booking.

Click Settings.

Scroll down to Intake Forms and click + ADD.

Step 2: Add the field label

Enter the question you want customers to answer.

The field label can be up to 100 characters.

Step 3: Select the field type

Choose how customers should answer the question.

Picktime supports five field types:

• Short answer
• Long answer
• Choose one
• Tick the boxes
• Select from list

Step 4: Save the question

After creating the question, click Save.

You can drag the question to change its order, mark it as Required, and save the page to publish the changes.

Field types and how to set them up

1. Short answer

Use Short answer when customers need to enter a short response, such as a name, number, single word, or short phrase.

Good for:

• Pet name
• Student ID
• Reference number
• Short appointment note

How to set it up

1. Click + ADD under Intake Forms.
2. Enter your question in the field label.
3. Select Short answer as the field type.
4. Mark it as Required if customers must answer it.
5. Click Save.

Customers can enter up to 100 characters in a Short answer field.

2. Long answer

Use Long answer when customers need more space to explain something.

Good for:

• Reason for visit
• Special instructions
• Medical notes
• Consultation details
• Grooming instructions
• Additional appointment information

How to set it up

1. Click + ADD under Intake Forms.
2. Add your question in the field label.
3. Select Long answer as the field type.
4. Mark it as Required if needed.
5. Click Save.

Customers can enter up to 500 characters in a Long answer field.

3. Choose one

Use Choose one when customers should select only one answer from a set of options.

Good for:

• New or returning customer
• Preferred appointment type
• Visit reason
• Skill level
• Service preference

How to set it up

1. Click + ADD under Intake Forms.
2. Enter your question in the field label.
3. Select Choose one as the field type.
4. Add at least 2 options.
5. Click + Add Option to add more choices.
6. Mark it as Required if needed.
7. Click Save.

Choice-based fields can have 2 to 10 options, and each option can be up to 50 characters.

4. Tick the boxes

Use Tick the boxes when customers may need to select more than one option.

Good for:

• Multiple symptoms
• Add-on preferences
• Areas of concern
• Services they are interested in
• Items they are bringing

How to set it up

1. Click + ADD under Intake Forms.
2. Enter the question customers should answer.
3. Select Tick the boxes as the field type.
4. Add at least 2 options.
5. Click + Add Option to add more choices.
6. Mark it as Required if customers must select an answer.
7. Click Save.

Choices cannot be blank, and the same choice cannot be added twice. Picktime highlights the choice that needs to be fixed before you can save.

5. Select from list

Use Select from list when you want customers to choose from a dropdown-style list.

Good for:

• Location preference
• Age group
• Appointment category
• Pet size
• Class level
• Consultation type

How to set it up

1. Click + ADD under Intake Forms.
2. Add your question in the field label.
3. Select Select from list as the field type.
4. Add at least 2 choices.
5. Use + Add Option to add more.
6. Mark it as Required if needed.
7. Click Save.

Choice-based fields support 2 to 10 options.

Where Intake Form answers appear

After a customer completes the form, you can view their answers in the booking details. If you use booking approvals, the answers appear while reviewing the request. Intake Form answers can also appear in booking reports, printed bookings, and custom email templates.

Good to know

Once a question is created, the question wording, field type, and choices cannot be edited. To change them, delete the question and add a new one. This keeps past answers matched to the question the customer saw when booking.

You can turn Required on or off anytime. This only affects new bookings.

If you delete a question, it stops appearing on the booking page, but past bookings still keep the answers already submitted.

Updated on: 13/10/2026