Automate new client intake appointments.
Start every client relationship with professional intake scheduling.
First impressions in service businesses are made before the first appointment. Schedly automates new client intake scheduling — collecting comprehensive information, processing paperwork digitally, charging intake fees, and sending professional reminders — so both you and the client arrive fully prepared.
The exact flow your clients experience
From first click to confirmed booking — every step automated by Schedly.
Client clicks your new client intake link
A dedicated intake booking type for new clients ensures they're routed through the right intake process from the first interaction with your booking system.
Intake form collects everything you need
Comprehensive intake forms collect health history, background information, goals, insurance details, or whatever information your service requires — before the appointment.
Intake fee charged at booking
Charge a new client intake fee via Stripe during the booking process. Ensure commitment and protect time for detailed intake appointments.
Comprehensive reminders prepare both parties
Clients receive reminders with instructions on what to bring, what to expect, and how to prepare. You receive a reminder with their intake form responses.
Everything you need for this use case
Separate intake event type for new vs returning clients
Create a distinct intake appointment type for new clients with longer duration, more intake questions, and appropriate pricing — separate from your standard appointment type.
Secure health and personal information collection
Intake forms are transmitted and stored with encryption. HIPAA-eligible configurations available for healthcare providers with signed BAA.
Automatic follow-up to convert intake to ongoing relationship
Configure post-intake follow-up automation that invites new clients to book their next appointment immediately — converting one-time intake clients into ongoing relationships.
"Schedly made this use case trivially easy to set up. My clients love the self-serve experience, and I love that the whole thing runs on autopilot."
The New Client Intake Experience as a Business Differentiator
New client intake is the first operational experience a client has with your service business, and it sets expectations for everything that follows. A disorganized intake process — unclear instructions, missing forms, technology that doesn't work, a provider who hasn't reviewed the client's information — signals operational chaos before the service relationship even begins. A professional intake process — clear booking confirmation with preparation instructions, comprehensive intake form that collects what's actually needed, intake fee that confirms commitment, and timely reminders that arrive in the right communication channel — signals that the service itself will be delivered with the same care and organization. The intake process is an opportunity to confirm the client's decision to choose you was the right one.
Intake Form Design for Maximum Information Quality
Intake form quality is determined by the precision of the questions asked, not the quantity. Long intake forms with vague or redundant questions produce low-quality responses and client frustration. Well-designed intake forms ask specific, answerable questions that will materially affect how you approach the first session: current situation and context, specific goals for the engagement, any contraindications or considerations you need to know, preferred communication style, and any specific questions the client has before the first appointment. This information, when collected before the appointment, eliminates the first 15-20 minutes of fact-gathering that consumes the most productive part of many initial sessions.
Converting First Appointments into Long-Term Client Relationships
The highest-value application of new client intake scheduling is not the intake appointment itself — it's the automation that fires after the intake to convert new clients into ongoing relationships. Clients who just completed a successful intake appointment are at their highest motivation level: they've committed to the process, experienced a professional first interaction, and are anticipating the value the service will deliver. A well-timed post-intake follow-up that invites the client to book their next appointment immediately — while motivation is high — converts a significantly higher percentage into recurring clients than follow-up communications sent days later. Scheduling software that automates this follow-up fires it at exactly the right moment without any manual action from the provider.
Frequently Asked Questions
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