Client Intake Automation: Gathering Critical Data Securely Before Every Session

Why Your First 15 Minutes Are Usually Wasted

When clients book without an intake questionnaire, you spend the first quarter of their paid hour asking for their goals, background, medical history, or legal context. This frustrates the client (who feels like time is ticking away) and leaves you scrambling to provide value in the remaining 30 minutes.

The Ideal Intake Workflow

1. 1**Mandatory Custom Questions**: Prompt for the client's current blockers, primary objective, and document links right during the booking flow.
2. 2**Policy Consent Checkbox**: Ensure clients explicitly consent to your cancellation rules, confidentiality terms, and payment terms before their card is authorized.
3. 3**Immediate Practitioner Delivery**: The full intake responses are attached directly to the calendar event and client profile, allowing you to review the case 5 minutes before the call and start with high-impact insights immediately.