Service requests let new clients describe their needs before booking. Your team receives the request, then matches the client with the right professional. You choose what information to ask for.
To turn on and set up service requests, follow the steps below:
Click Settings at the bottom of the left menu.
Select the Business tab.
Click Options.
Switch Enable intake process for new clients (Service requests) to Yes.
Check the information you want to ask clients for:
Ask for the reason for seeking support
Ask for availability and session-format preferences
Ask for the payment method (insurance, EAP, self-pay)
Ask for a brief mental health screening (PHQ-2 / GAD-2)
That's it! Clients who click "New client" on your online booking will now see the service request form.
Good to know: Any section you leave unchecked won't appear in the form. Clients only see the questions you chose.
Please note: The quick mental health screening can't be customized. It also turns on urgent case flagging. We recommend turning it on only if your team can follow up on these requests quickly.
Some of your professionals don't use service requests? See our article How to set up service requests for each professional
Want to know how to handle the requests you receive? See our article How to manage service requests
Want to see the form your clients fill out? See our article What does the service request look like for your clients?