1
Build the form
Ask for the details you need before the work starts.
Forms
Forms that feed the client record.
Collect intake, prep details, and follow-up answers in the same workflow as booking and client history.
HeyPond
Forms
Today
Forms that feed the client record.
Intake forms
Follow-up forms
Client record context
1Build the form
2Attach it to a workflow
3Client completes it
How it works
2
Attach it to a workflow
Use forms around booking, onboarding, or follow-up.
3
Client completes it
Answers arrive before the session or next step.
4
Responses stay visible
The record keeps context close to booking and delivery.
What you can do
Intake forms
Prepare before the first session.
Follow-up forms
Collect updates after the work starts.
Client record context
Keep answers close to the relationship.
Booking support
Use forms as part of the client path.
Less copy-paste
Reduce moving answers between tools.
Cleaner onboarding
Make the first step feel organized.
Questions? Answers.
Can forms support intake?
Yes. Forms can collect details before or around the first booking.
Do answers stay with the client?
Yes. Responses can stay close to the client record and related work.
Can forms reduce email chasing?
Yes. A structured form path is cleaner than asking for details across messages.
Can forms work with booking?
Forms can support booking and onboarding so the workflow feels connected.
Related features
Booking
Online booking software for coaches and repeat-client businesses, with availability, reminders, payments, forms, and client history connected.
CRM
Keep sessions, payments, contracts, forms, notes, and client history on one relationship record.
Client Portal
Give clients one clear place to return for bookings, balances, documents, payments, and updates.
Ready to simplify forms?
Start free and connect this feature to the rest of your client workflow.
Start free