Creating a post-booking intake form

4 min readClient Onboarding

Creating a Post-Booking Intake Form

Build an intake form specifically for onboarding new clients.

Creating the Form

Go to Form Builder
Create a new form or duplicate an existing one
Set Form Mode to "Post-Booking"
Customize fields for client onboarding

Recommended Fields

Essential Info

Full Name
Email
Company Name
Phone Number

Project Details

Project Description (detailed)
Project Goals
Target Audience
Timeline/Deadlines
Budget Confirmation

Requirements

Specific Deliverables Needed
Technical Requirements
Style Preferences
Reference Examples

Administrative

Preferred Communication Method
Key Stakeholders/Contacts
Billing Contact (if different)

Enabling Agreement & Documents

For post-booking forms, consider requiring:

Agreement acknowledgment — Confirm they accept terms
Document uploads — Collect assets upfront

Enable these in the form settings.

Form Welcome Message

Customize the welcome message for clients:

"Welcome to [Your Company]! Please complete this intake form so we can hit the ground running. This should take about 10 minutes."

Testing Your Form

Save the form
Copy the form link
Open in incognito/private browser
Complete as if you were a client
Check submission appears correctly

Tip: Post-booking forms can be longer than pre-booking forms since clients are already committed.