Let clients share important information before the meeting so you can spend more time addressing their needs.
It’s easy to add your own questions to a custom patient intake form to fit your specific needs and services.
Select your service and add the required intake forms so your clients provide you with all necessary information when making a booking.
If you need to collect more information, get additional documents, or receive an update, you can send an extra form via email or through a Client account.
Decide whether your clients need to fill out a form once or regularly to track their progress.
It’s easy to add your own questions to a custom patient intake form to fit your specific needs and services.
Select your service and add the required intake forms so your clients provide you with all necessary information when making a booking.
If you need to collect more information, get additional documents, or receive an update, you can send an extra form via email or through a Client account.
Decide whether your clients need to fill out a form once or regularly to track their progress.
All responses will automatically be added to client profiles in the ExpertBox CRM.
Stay informed about clients’ submissions thanks to email and in-app notifications.
All responses will automatically be added to client profiles in the ExpertBox CRM.
Stay informed about clients’ submissions thanks to email and in-app notifications.
Start your 14-day trial today
Create customized patient intake forms and access clients’ data from your mobile or tablet.
Need a hand? From onboarding to troubleshooting, our support team will address your concerns in no time.
Whether you’re a solo expert or a small business client management software will help you achieve your business goals with advanced settings and an individualized design.
The ExpertBox team works hard to ensure you and your customers can securely exchange information.
Explore more features to build strong customer relationships.