---
title: Require an intake form before booking
sidebarTitle: Intake form
description: >-
  Ask clients your questions before they book, and read their answers on each
  booking.
audience: luminary
feature: sessions
type: guide
availability: live
last_verified: '2026-10-14'
keywords:
  - intake form
  - pre-booking questions
  - client questionnaire
  - booking form
  - health history
url: >-
  https://help.bringsoul.life/luminaries/offerings/sessions/require-an-intake-form
---

# Require an intake form before booking

> Ask clients your questions before they book, and read their answers on each booking.

A Booking Form is a custom form clients fill in before they can book. Use it for intake questions, screening, health notes or consent.

## When to use this

- You need context before a session: goals, history, what they're struggling with.
- You want to screen who books, or collect consent.
- You'd rather not chase people for answers by email.

## Set it up

**Step 1: Open the session type**

Go to [Offerings → 1:1 Sessions](https://portal.bringsoul.life/one-on-one) and open the session.

**Step 2: Add a form**

In the Session details card, find Booking Form (*"Collect additional information from customers
before they book"*) and click Add Form.

**Step 3: Pick or create the form**

Choose Use Existing Form and select one of your custom forms. Or click Or create new form, give
it a Form Title, choose Contact Information (Required, Optional or Anonymous), and create it.

**Step 4: Decide on repeat bookings**

Tick Allow one-time submission reuse if returning clients shouldn't fill the form in again.
Their latest answers are reused instead.

**Step 5: Add your questions**

If you created a new form, click Edit Questions to write them. You can also do this later from
[Audience → Forms & Funnels](https://portal.bringsoul.life/forms).

Once attached, the card says _"Form attached"_ and _"Form responses are shown in each booking detail page"_. Click Manage Form to swap or remove it.

## Read the answers

Open any booking from the Bookings tab or View All Bookings. The form response appears on the booking page. In the bookings table, a form icon marks bookings that have a response.

## Tips

- Keep it short. Three to five questions is plenty. Every extra question costs you bookings.
- Use Anonymous for sensitive topics. Responses are saved without a name or email.
- One form per session. Attaching a different form replaces the current one.
- Only custom forms can be attached. If your form isn't in the list, check that it's a custom form, not a lead form.
- Want the form after booking instead? Use the Automation tab to email a form once someone books. See [Send emails automatically after booking](https://help.bringsoul.life/luminaries/offerings/sessions/send-emails-after-booking).

## What your members see

After picking a time on the session page, they click Confirm & Pay (or Book Now for a free session). Your questions appear on the Confirm Booking page, above the payment. They answer them and click Confirm & Pay or Book Now to book. If they aren't signed in, they're asked to sign in first so they can answer.

## Related

- [People and forms](https://help.bringsoul.life/luminaries/audience/forms)
- [Send emails automatically after booking](https://help.bringsoul.life/luminaries/offerings/sessions/send-emails-after-booking)
- [Offer a free discovery call](https://help.bringsoul.life/luminaries/offerings/sessions/offer-a-free-discovery-call)