Offering Intake Questions

Build the question set a customer answers when booking a specific offering, and understand what still doesn't reach the customer.

Intake questions are extra fields a customer answers on the booking flow's Details step, scoped to one offering. Use Form builder to decide what you need to know, then use Submissions to review the answers saved with appointments for that offering.

Screen: Open an existing offering (Sales & Orders → Appointments → Offerings → Edit, or sell. → Appointments → Offerings → Edit on the new sidebar), then click Manage intake questions near the bottom of the form.

Save the offering first

Manage intake questions is disabled with the tooltip Save this offering first to add intake questions until the offering has been created. It only becomes clickable once you are editing an existing, already-saved offering.

Add, edit, and reorder questions

Add a question

Click Add question. A panel opens with Question (label), Answer type, and Required.

Choose the answer type

Answer type is one of: Short answer, Email, Phone number, Long answer, Dropdown, Multiple choice, Checkbox, Date, Time, Date & time, or Number — eleven values, the complete list the builder offers.

Add choices for Dropdown or Multiple choice

Choosing Dropdown or Multiple choice reveals Choices, one option per line. Saving with that type and no non-blank lines shows Add at least one choice and blocks the save. Dropdown lets the customer pick exactly one option (a standard select control); Multiple choice lets them pick any number of the options (rendered on the booking flow as a row of toggleable pill buttons, not checkboxes).

Optional fields

Placeholder text and Help text are both optional and shown to the customer. Turn on Required to force an answer before the customer can continue past Details.

Save the question

Click Save question. Leaving Question blank shows Enter a question and blocks the save.

Reorder and remove

Drag a question's handle to reorder it, or use each row's Edit and Remove actions. The right column's Preview re-renders your current question list live, using the same renderer the customer sees.

Save the question set

Click Save questions once you're done. It stays disabled until the list has unsaved changes. Navigating away with unsaved changes shows a Discard unsaved changes? confirmation before leaving.

Only administrators can open this page

Form builder and Submissions are available to Store Admin and Super Admin accounts. A staff-only account that opens the page sees Access Restricted and Your role does not have permission to access this page. Please contact the Store Super Admin.

Review submitted answers

Select Submissions beside Form builder. This list is scoped to the offering you opened; it is not a combined list for every offering in the store.

Each row shows Appointment, Starts at, Status, Customer, and the answers captured from that booking. Select the appointment reference to return to its detail on Calendar. If a question was removed after a customer answered it, expand Answers to removed questions on the row to keep that historical answer visible.

Filter the list

The initial From and To range covers the last 30 days. Change both dates, optionally choose one or more appointment values under Status, then select Apply. Use All statuses to remove the status restriction. The date range can cover at most 366 days.

The panel explains invalid ranges before applying them:

Choose both a From and To date. — enter both ends of the range.
From date must be on or before To date. — reverse the dates.
Choose a date range of 366 days or less. — shorten the requested range.

Use the rows-per-page control to show 25, 50, or 100 submissions at a time. When nothing matches, the panel shows No submissions found and No appointments match the current submission filters.

Export the current selection

Select Export CSV to download submissions using the dates and statuses currently entered in the filter controls. The export uses those draft values even if you have not selected Apply to refresh the table yet. While the file is being prepared, the action reads Exporting….

If the panel or export fails, use the exact message to decide what to change:

Choose a valid date range of 366 days or less. — correct and shorten the range.
This offering could not be found. — return to Offerings and open an existing offering.
This export is too large. Narrow the date range and try again. — export a smaller date window.
Couldn't load intake-form submissions. Try again. — retry the panel after the temporary error.

How each answer type appears to the customer

Every answer type configured here reaches the customer's Details step on the booking flow — there is no answer type that gets silently dropped. What each one renders as:

Short answer, Email, Phone number, Number — a single-line input (with the matching keyboard type on mobile: email keyboard for Email, dial pad for Phone number).
Long answer — a multi-line text box.
Dropdown — a standard select control; the customer picks exactly one of your Choices.
Multiple choice — a row of toggleable pill buttons, one per choice; the customer can select any number of them (not a checkbox list).
Checkbox — a single on/off checkbox next to the question text (for a yes/no or "I agree to…" style question).
Date — a native date picker input.
Time — a native time picker input.
Date & time — a single combined date-and-time input (there is no need to add two separate Date and Time questions to capture both).

A signed-in customer's account phone still autofills the standard Phone contact field on the Details step independently of any Phone number intake question you add — an intake question of that type is for capturing a different phone number relevant to the offering (e.g. "Alternate contact number"), not a replacement for the account contact field.