Add intake questions to a booking
Ask only what you need to prepare and judge fit, such as the client's goal and what they have tried. Keep the form short, and never use it in place of consent, a contract or emergency help.
On this page
Plan the questions
- List the decisions you must make before the call. Drop every question that does not affect one.
- Avoid health, financial, identity or other sensitive data unless you have a lawful, necessary and approved process.
- Write a short privacy notice and decide who can read the answers.
- Decide in advance what you will do with incomplete or worrying answers.
What intake questions should I ask?
- The goal. One question on the result or problem they want help with gives context without a long history.
- Preparation. Ask what they have tried and any limits, plus links or files only if the form handles them safely.
- Fit. A couple of scope questions show whether the booking matches your service. Never promise acceptance, diagnosis, legal advice or results.
- Required fields. Require only what you truly need before booking. Optional context can wait for the session.
- Preview as a buyer. Check wording, order, mobile layout, accessibility, the privacy notice and whether answers are collected before or after payment.
- Test your side. Make a dummy booking and confirm the right people can read the answers at the right time, and that they do not show up publicly or in notifications.
What a good result looks like
- Every question has a clear purpose.
- The form takes a minute on a phone.
- No unnecessary sensitive data is requested.
- Answers reach you attached to the right booking and client.
Common problems
- Answers are missing. Check that the form was saved, linked to the booking, completed by the buyer and visible to your account role.
- The buyer cannot submit. Look for required fields, length or format rules, attachments, browser problems and consent boxes.
- Sensitive data came in. Limit access, do not copy it into a support request, follow your retention and deletion process, and raise privacy concerns.
- The client is not a fit. Use a clear decline, a referral or a refund rather than ignoring the booking.
What to note for support
Keep the form version, question list, which fields are required, the test buyer, submission time, where answers appear and any notification result. Use made-up answers in screenshots.
Next steps
Tie the questions to a clear service scope and make sure the confirmation tells the client what happens next. If something still fails, contact Tapmy Support with the booking URL, safe references, the exact time and time zone, your browser and device, and expected versus actual result. Never share private calendar content, meeting secrets, passwords, codes or card data.