Builder brands: Bookings - Intake Forms

Intake forms allow you to gather information and get to know your customers before their appointments. They are a powerful tool for business owners to prepare for services, ensuring that everything runs as smoothly as possible.

In this article, we will cover the following:

• Accessing the Bookings Tool
• Creating a New Intake Form
• Editing, Duplicating, or Deleting Intake Forms

Accessing the Bookings Tool

Follow these steps to access your Booking Tool from the Network Solutions Account Manager.

1. Log in to your Network Solutions' Account Manager via https://www.networksolutions.com/my-account/login.
2. Select Websites from the left menu to launch the Website Builder.
   
   Pro tip: If you have multiple website builders on your account, in the All Websites section:

   1. Choose the Website Builder you want to manage.
   2. Lastly, click Launch.
3. From the main menu, click on the Bookings tab.
   
4. Choose the booking system you wish to modify and click Manage Bookings.

You have successfully accessed the Bookings dashboard.

Creating a New Intake Form

Once you have accessed the Bookings Tool, please follow the steps below to create a new Intake Form:

1. Access your booking tool settings by clicking the Settings tab.
   
2. From the Settings page, locate the Intake Forms section and click the Manage Intake Form button.
   
3. Click the Create New Form button in the top right corner.
   
4. Fill out all required information (marked with an asterisk *).
   
5. Select Add Question.
   
6. Write your questions and choose if a field is required. Checking the required box ensures that a customer cannot submit the form without answering that question.
   
7. Select the answer field size:
   • Small: One line of text
   • Medium: Approximately a paragraph of text
   • Large: Up to 1,000 characters
   
8. Save the question. You must save the current question before adding additional questions.
9. Choose which specific service you would like the intake form to be attached to.
   
10. Click Save in the top right corner once completed.
    
11. You will receive a success notification indicating your form has been saved.
    

Editing, Duplicating, or Deleting Intake Forms

Once you have accessed the Bookings Tool, you can open the options menu from the Manage Intake Forms screen to adjust or manage existing Intake Forms as needed.

1. From the Intake Forms dashboard, locate the form you wish to change.
2. Click the Options menu (vertical ellipses) next to the form.
   
3. Select your preferred action:
   • Edit: Modify questions, requirement settings, or associated services.
   • Duplicate: Copy the form structure to create a similar form for another service.
   • Delete: Permanently remove the intake form from your tool.