Online client intake form
An online client intake form on your branded link. Customers pick a service, add details, and submit a request for you to confirm. It is not instant booking.
How it works
Share one branded intake link on your own subdomain. The customer picks a service, adds details, and submits a request. You are notified by email and in the app.
Request-then-confirm
Intake is request-then-confirm, not instant auto-booking. The business reviews the request before it is a confirmed appointment.
Workspace modes
Booking Funnel captures requests with no customer account. Customer Portal gives customers a self-service account. Admin Only keeps intake inside the business. Customers do not download an app.
Photo uploads
Customers can attach photos on Fundamentals, Essentials, and Pro.
Limit intake to your service area
You can limit intake with a straight-line service-area radius.
Funnel mode
Funnel mode (lead capture) is included on Fundamentals, Essentials, and Pro.
Plans
Fundamentals is $9.99/mo and includes intake, scheduling, email and in-app notifications, payments, and e-signatures, up to 150 customers and 60 appointments a month. Essentials is $29/mo. Pro is $59/mo. No card to create a workspace. A card is required 3 days later, or the workspace locks until you pick a plan.
Do customers need an account or app?
No app download. In Booking Funnel mode customers need no account. Customer Portal mode gives them a self-service account.
Can customers attach photos?
Yes on Fundamentals, Essentials, and Pro. Customers can attach photos to a request.
Is it instant booking?
No. Intake is request-then-confirm, not instant auto-booking. The customer submits a request and the business confirms it.
No card to create it. A card is required 3 days later, or the workspace locks until you pick a plan.