NoteKeep intake forms short. 2 to 4 questions maximum for a discovery call. Each required field adds friction that can reduce bookings.
Arriving at a discovery call without context is a wasted first five minutes. Intake questions collect that context at the point of booking, automatically mapping answers to the contact's CRM record so you have everything before you connect.
Steps
1
Open the calendar in edit mode
Go to Calendars, find the calendar, and click Edit.
2
Navigate to the form section
Find the Forms or Custom Fields section in the calendar settings.
3
Add your questions
Click Add Field for each question. Choose the type: Text, Text Area, Dropdown, or Checkbox. Common useful questions: biggest current challenge, how they heard about you, have they worked with a coach before.
4
Mark required fields
Toggle Required on fields that must be answered before the booking confirms. Keep required fields to 1 or 2 maximum.
5
Map answers to CRM fields
For each intake field, map the answer to a custom contact field. Answers then populate the contact record automatically and can be used in workflows and personalisation.
6
Test with a booking
Complete a test booking and fill in the intake form. Open the resulting contact record and confirm the answers mapped correctly.
Common Mistakes
- Too many required questions. Every required field is friction. Make only truly essential fields required.
- Not mapping answers to CRM fields. Answers that only live in the booking form cannot be used in automations or personalisation.
- Asking for information you already have. If the contact is in your CRM, do not ask them to repeat what you already know.
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