Checkout Questions

Pre-Booking Intake Forms

Before a customer confirms their booking, they answer your custom intake questions. You collect preferences, medical information, accessibility needs, or any other details that matter for that appointment. The customer completes the form in the booking flow.

• Rating scales — "How experienced are you with this activity?"
• Text input — "Any allergies or injuries I should know about?"
• Multiple choice — "Which time preference do you have: morning, afternoon, evening?"
• Yes/No questions — "Do you have prior experience?"

Service-Specific Setup

You assign checkout questions to individual services. A yoga class asks about experience level and injuries. A photography session asks about style preferences and location. Customers only answer questions relevant to the service they're booking.

In the Booking Flow

When a customer selects their appointment slot and service, checkout questions appear before payment. They see the form, provide answers, and then proceed to checkout. You get the data immediately in your dashboard.

The booking flow is:

1. Customer selects date/time/staff
2. Checkout questions form appears
3. Customer answers and continues
4. Payment/confirmation

There's no separate "intake form" step — it's integrated directly into the checkout experience.

Viewing and Using Responses

Every checkout question response is stored with the appointment. View responses in the appointment detail view, export to CSV, or use the data to prepare for the appointment.

Filter by response content: find all customers who reported food allergies, or all bookings where experience was "beginner". Use this to:

• Brief your staff before appointment
• Adjust service delivery based on customer info
• Track patterns in customer needs
• Build a knowledge base of customer requirements

Separate from Customer Feedback

Customer feedback happens after the appointment. Checkout questions happen before booking is confirmed. Use questions to gather what you need upfront. Use feedback to measure how it went afterward.

Checkout questions are about gathering input. Feedback is about gathering insights.