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Intake forms

Know the dog before you meet the dog.

Build intake and waiver forms once, send them with a portal invite, and read the answers before the first session — no PDFs, no printing.

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14 days free · No credit card
New client intake
Any bite history?
Answered
What triggers reactivity?
Answered
Liability waiver
Pending
1

First sessions start prepared

Bite history, triggers, vet info, goals — collected before you arrive, not scribbled in the driveway while the dog pulls.

2

Your questions, your form

Build forms from text, paragraph, yes/no, and multiple-choice questions. Reorder them until the flow matches how you actually intake.

3

Answers live with the client

Completed forms attach to the client record, and clients can update their answers in the portal when things change.

Leashdesk intake form builder with custom questions
The form builder: your questions, reordered until the flow fits.

What's included.

Custom form builder

Text, paragraph, yes/no, and choice questions.

Waivers

Collect acknowledgment before the first session.

Portal completion

Clients fill forms in their portal on any device.

One-click invites

Email a portal invite with the form attached.

Editable answers

Clients can update responses as things change.

On the client record

Answers stay attached to the client and their dogs.

Works together with
Client portal Pet profiles & notes Online booking

Try intake forms with your own clients.

Try every feature free for 14 days — no credit card. Keep the plan that fits, or walk away.

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