Custom Booking Intake Forms
Know exactly who you're meeting before you sit down. Schedly's intake forms collect any information you need — from budget and goals to medical history and file uploads — before the booking is confirmed.
The outcomes you unlock
Measurable improvements that activate the moment you turn this on.
Any question type you need
Short text, long text, dropdowns, checkboxes, radio buttons, file uploads, phone numbers, and conditional questions — build the exact form your workflow requires.
Conditional logic to qualify leads
Show or hide questions based on previous answers. Route prospects differently based on their budget, company size, or service preference.
Responses sync to your CRM
Every intake answer flows automatically into HubSpot, Salesforce, or any connected CRM — creating or updating contact records without manual data entry.
Set up in minutes. Runs automatically.
Once configured, everything runs on autopilot — zero manual intervention.
Design your form
Use the drag-and-drop form builder to add questions, set required fields, and create conditional logic branches.
Attach to event types
Connect your intake form to specific booking types. Ask different questions for discovery calls vs. strategy sessions vs. consultations.
Set completion requirements
Make specific fields required before the booking confirms. Prevent incomplete submissions from clogging your calendar.
Review answers before the meeting
Access all intake responses in your Schedly dashboard or receive them in the booking confirmation email automatically.
"This is the feature I didn't know I needed until I had it. I genuinely can't imagine going back."
Build your intake form and start qualifying clients — free.
No credit card required. Set up in under 5 minutes.
Start Free — No Credit Card RequiredIntake Forms as Intelligence Infrastructure: Collecting the Data Your Business Runs On
Intake forms in scheduling software serve two primary functions that most businesses use separately but that compound when used together: qualification (determining whether the booking is appropriate for the service offered) and preparation (gathering the context needed to deliver an excellent session). A well-designed intake form that qualifies out inappropriate bookings and thoroughly prepares the provider for appropriate ones dramatically increases the value of every appointment on the calendar — by ensuring only qualified, context-rich appointments appear on it. The qualification function is frequently underutilized: most businesses use intake forms only for preparation, leaving the qualification opportunity unrealized.
"Custom Booking Intake Forms isn't a feature — it's infrastructure. The businesses that adopt it first compound the advantage every single day."
Conditional Logic: Building Intake Forms That Ask the Right Questions
Flat intake forms — forms that ask every question to every booker regardless of relevance — create unnecessary friction and collect irrelevant data. A healthcare provider's intake form asking detailed medical history from a new patient and a coaching form asking client goals from an ongoing client are categorically different information needs, but flat forms treat every booking identically. Conditional logic allows intake forms to branch based on previous answers: a new client intake form shows a comprehensive background section; a returning client intake form shows only a 'what's changed since our last session?' question. Prospects who answer 'enterprise' to a company size question see questions about their enterprise use case; SMB prospects see different questions. Schedly's conditional form logic enables this personalization — collecting precisely the right information from each booking type without asking irrelevant questions that reduce completion rates.
CRM Integration: Turning Intake Form Answers Into Sales Intelligence
The highest-value application of intake form data is its automatic transfer to your CRM, where it becomes part of the permanent client record available to your entire team. When a prospect books a demo and answers intake questions about their company size, current tool stack, budget timeline, and primary pain point — and those answers automatically populate HubSpot or Salesforce fields — the rep who takes the call arrives with a complete prospect profile without any manual data entry. The CRM enrichment happens at the moment of booking, before the appointment itself. For sales-focused scheduling, this means the CRM contains qualification data the moment the demo is confirmed — enabling deal value estimation, persona-based outreach sequencing, and pipeline forecasting from booking data rather than from post-call notes.
Frequently asked questions
Everything you need to know before getting started.
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