Stop chasing information. Get everything upfront.
A custom form built exactly to your spec. Clients fill it before you speak. You arrive prepared. Every time.
Everything handled automatically
Save 20 minutes per client
No more back-and-forth emails collecting basic info. It arrives before the appointment.
Exactly the fields you need
Tell us every field. We build it. Name, date, health info, preferences — anything.
Structured email to you
Every submission arrives as a clean formatted email. Easy to read. Easy to act on.
Client auto-reply
Client gets a confirmation immediately. Professional. Builds trust before you meet.
Set up once. Runs forever.
Tell us your fields
5 minutesEmail us the exact fields you need. As many as you want.
We build the form
48 hoursCustom form built and embedded on your site within 48 hours.
Client fills it in
Client does thisBefore their appointment, consultation, or booking.
You receive it structured
InstantClean formatted email with every field filled. Client gets auto-reply.
Perfect for any local business
Dentists
New patient form — health history, insurance, medications, consent.
Photographers
Wedding brief — venue, date, style, shot list, family dynamics.
Makeup Artists
Bridal brief — skin type, allergies, inspiration photos, trial date.
Lawyers
Case intake — matter type, timeline, prior representation, goals.
Contractors
Quote request — project type, timeline, budget range, photos.
Personal Trainers
Health screening — goals, injuries, current fitness, availability.
Everything in the +$149
Everything you need to know
How many fields can I have?
As many as you need. No limit. We've built forms with 5 fields and forms with 30.
Can I have file uploads?
Yes — clients can upload photos, documents, or files. Arrives in your email as attachment.
Can I update the form later?
Yes — email us the changes. Covered under your $99/mo managed plan.
Is it different from the standard contact form?
Yes. The standard form is Name + Email + Message. This is fully custom — every field you specify, built exactly as you need.
Pairs well with
These modules work great together with Custom Intake Form
Ready to add Custom Intake Form?
One-time +$149. No ongoing charges.
Add it now or at any point after your site is live.
Add Custom Intake Form to my site →No payment now — we confirm and invoice after your form.