Smart Client
Intake Forms
Collect what you need before the session starts. Clients fill it out when they book — you show up prepared.
Custom Client Intake Form Fields
Create tailored client intake forms with six flexible question types that collect the
exact information you need before every booking.
Choose from 6 Flexible Field Types
See how each field appears on your booking page and intake form.
What is your main goal? *
What are your goals?
Anything else we should know?
I've been struggling with time management and would love to focus on building better systems. Also interested in accountability coaching...
How did you find us? *
Experience level *
Phone number *
Easy Form Management
Build and organize your form exactly the way you want — no code needed.
Drag and Drop
Reorder questions instantly with simple drag-and-drop controls.
Add or Remove Fields
Add new questions or remove existing ones in seconds.
Required or Optional
Control which questions are required and which are optional with a simple toggle.
Responses Delivered When Booking Happens
You already know what brings them in. Client answers land in your dashboard the moment they book.
- Every booking comes with the client's answers
- Review responses on your phone before the session
- Add your own notes after each meeting
- Repeat clients? Their full history is right there
Mobile-Optimized Intake Experience
Your clients book on their phone. Intake forms use large touch targets and smart defaults so filling them out takes 30 seconds, not 5 minutes.
- Buttons and checkboxes that are easy to tap on any device
- Seven fields max, short enough to finish in one go
- Questions appear inline, no pop-ups or extra pages
- Drag to reorder questions — put the most important ones first
Show Up to Every Session Prepared
Set up in under 2 minutes. Free forever.
No credit card required
How It Works
Three steps. No third-party tools. No extra logins for your clients.
You Build the Form
Add custom questions per service. Text fields, dropdowns, radio buttons, checkboxes. Required or optional. Under 2 minutes.
Clients Fill It Out When They Book
Intake form appears as a step in the booking flow. No external links, no extra logins.
You Show Up Prepared
Answers land in your dashboard instantly. Attached to the booking. Review on your phone before the session.
Built for Providers Who Need
Context Before the Appointment
Frequently Asked Questions
Yes. You can build a custom intake form per service — a coaching intake form with goal questions, a photography form with shoot details, or a consulting form with brief questions. Each booking page uses its own form, so clients only see the questions relevant to what they're booking.
No. Clients fill out the intake form as part of the booking flow — no account, login, or app required. They pick a time, answer your questions, and confirm. Their responses land in your Calfrenzy dashboard automatically alongside the booking details.
What field types are available?
Intake forms support six field types: short answer, long answer, radio buttons (single choice), checkboxes (multiple choice), dropdown, and phone number. You can mix and match them per form, mark any field required or optional, and reorder questions by drag-and-drop. Fields are designed to be tap-friendly on mobile.
Responses land in your Calfrenzy dashboard as soon as a booking is confirmed. You can review answers on your phone before every session, add your own notes after the meeting, and see the full response history for repeat clients — helpful context for anyone you've worked with before.
Best practice is to keep forms short — the page's own guidance is seven fields max, with short questions grouped so clients can finish in about half a minute. Longer forms drop completion rates, so the tool encourages brevity.
Stop Starting Sessions Cold
Set up your first intake form in under 2 minutes. Your clients fill it out when they book — you show up prepared.
