Consultation forms

A consultation form is your own list of questions for clients to answer before they see you: their health, medication, areas to avoid, what they’d like help with, or consent to treatment.

Setting up your form

Go to Settings → Consultation form.
Start from a template, or add your own questions:
- Massage and bodywork health check: areas to avoid, injuries, health conditions, pregnancy, medication, allergies and consent to treatment
- Counselling and therapy intake: what brings them, what they hope for, other support, an emergency contact and agreement to your terms

Edit the questions to suit you. Each question takes one kind of answer:

Answer	What the client sees
Short answer	A one-line box
Longer answer	A bigger box for a few sentences
Yes or no	Two buttons
Tick to agree	A box they must tick to send the form, for consent or agreeing to your terms

Turn on Must answer for any question a client can’t skip.

Choose when to ask: on a client’s first booking only, or on every booking.
Switch on Ask clients to fill in a form and tap Save.

How clients are asked

In the confirmation email: a link to the form, also for appointments you add yourself. Each client’s link is their own, so it is only ever sent to them.
After booking online: the confirmation screen tells them a link is on its way.
In the reminder: if they still haven’t filled it in, the reminder the day before asks again. Clients who chose texts instead of emails get the link in their text reminder.

With first booking only, a client who has already answered isn’t asked again. If something has changed, you can still send them the link: open the appointment and tap Copy link to ask again.

Reading answers

You’ll get a notification when a client fills in your form.

On the appointment: open it to see whether the form is filled in, and tap View answers.
On the client’s page: the Consultation tab lists everything they’ve told you, newest first.

Keeping answers private

Answers can be about someone’s health, so Booker treats them as sensitive:

Only you can see them, when signed in. They never go in emails, texts or notifications, and the Booker assistant can’t read them.
You can delete a client’s answers from their Consultation tab, for example when you no longer need them or the client asks you to.
If your account is deleted, all answers are deleted with it.

You’re responsible for having a good reason to ask for health information, usually your client’s consent. See our privacy policy.