Wolbix Help Center > All the Info you Need > Booking
How Can I Create a Client Intake Form?
Wolbix offers two types of intake forms you can use to collect and store information about your clients: the Client Card and Client Intake Form.
Client Card fields appear when a new client is interacting with your business for the first time. You can view and edit these under Settings > Client Card. (for more info on the Client Card, please check out our article Customizing Client Card Settings).
Client Intake Forms, on the other hand, are service-specific, and this information needs to be filled out every time a client schedules an appointment for that specific service.
Please Note: Answers to service-specific questions will not be added to the client card. Instead, they can be found in the conversation tied to the appointment.
Here's how to create a client intake form:
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Step 1: Go to Settings > My Services
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Step 2: Select the service you want to add an intake form to
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Step 3: Scroll down to the Client Intake Form section
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This section will display all the client card fields under Default booking intake form fields - to update the default fields, navigate to Settings > Client Card
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Step 4: Under Additional fields for the service, click "Add/Edit"

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Step 5: A drop-down menu will allow you to add the following field types:
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Any existing Client In-take fields will appear
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Click Add field to add a new field
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Step 6: A drop-down menu will allow you to add the following field types:
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Single Line Field: One line text answer
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Multi Line Field: Multi-line answer. You may select the number of lines. Recommended for questions that may have a longer answer
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Drop Down Field: A multiple choice drop-down menu. One option may be selected
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Checkbox: A single checkbox for acknowledgment or consent to a specific action
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Datepicker: Displays a calendar for date selection - Great for asking for a birthday, wedding date, etc.
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Step 7: After selecting your field type, the Field Options window will open.
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Label the field - this is the question or field name that your clients will be responding to
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All the fields will have the option to be Required - if you want your client to fill out the field before they can complete scheduling, check that box
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Some fields will have an additional step:
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Multi Line Field:
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Enter how many lines the filed should be
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Drop Down Field
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Enter your drop-down choices: type in each choice, and then hit the "Enter" key; this will ensure the options are separate when they display to your clients
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Checkbox
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Under Default Value, check the box if you want the checkbox to be "Checked by default"
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Check "Required" if this is a required field. If you do, your client will not be able to finish scheduling without filling it
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Select "Save" to complete
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Step 8: Once you SAVE the field, it will be added to the Client intake form section:

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Step 9: You will now see options to edit or delete the field on hover if necessary
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Step 10: After you've finished your client intake form, click the Done button at the top to save your changes

Any more questions feel free to