Exporting Your Clients' Data

Thanks to your feedback, we discovered that it’s common to send multiple documents for your clients to sign. Based on this, we made some changes to how consent forms work and now you can have more than one document attached to a single intake form. Check out this article to learn how to create an intake package (to which…

Practitioner’s Notes You can now add your own notes to an intake form after your patient has completed it. You can add one note per question. Check out this article to learn how to use the feature. Drawing questions Another popular request we were getting was to add the ability to have questions where patients…

Your clients can book an appointment and even pre-pay for the consultation through our booking and payment system, which can be placed anywhere in your website. It’s one of the greatest features IntakeQ offers and it can be tried for free without any commitments. Check out this article to learn how to use it.  

There’s a new way to protect yourself against last minute cancellations or no-shows, if you are using our online scheduling widget. It’s very easy to set that up,  you just need to specify from how many hours prior to the consultation a charge will be applied to their credit card and the percentage of it….

Would you like to customize what your emails with forms sent to clients look like? You can change settings and have the emails sent out using your email address (instead of IntakeQ’s). Check out this article to learn how to do that.

With this new tool you can program IntakeQ  to remind your clients of their appointments. You can choose when the reminder should be sent out and you can also choose from three different types (email, text messages or a phone call) or let your clients decide if and how they want to be reminded. Check out this…