Phoenix Soulife
Booking System Setup: Intake Form
Basic Information
Name
First Name
Last Name
Email
example@example.com
Business Name (if applicable)
Website or Social Media Links
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Booking System Preferences
What type of services will you offer through your booking site? (Select all that apply)
One-on-One Sessions
Group Workshops
Classes (Recurring or Single Event)
Free Consultations
Other (please specify)
Do you need virtual meeting tool integration? (Select one)
Yes, Zoom
Yes, Google Meet
No, I will handle meeting links separately
Preferred Payment Method? (Select all that apply)
PayPal
Stripe
Square
Other (please specify)
Would you like automated reminders for clients? (Select all that apply)
Yes, email reminders
Yes, text (SMS) reminders
No, I will send them manually
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Advanced Features & Customization
Do you need intake forms, consent agreements, or contracts integrated? (Select one)
Yes, I need clients to sign forms before booking
No, not necessary
How should clients pay for services? (Select one)
Pre-pay required
Payment plans (installments)
Pay after booking
Do you need a calendar sync feature to prevent double-booking? (Select one)
Yes, sync with Google/Outlook/Apple Calendar
No, I will manage availability manually
Would you like the ability to sell digital downloads, courses, or other content in the future? (Select one)
Yes, I want this option available
No, I only need booking for now
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Design & Branding
Do you have a specific color scheme or brand style? (If applicable, upload branding materials.)
Browse Files
Drag and drop files here
Choose a file
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of
Upload your logo or any relevant branding files. (File Upload Field)
Browse Files
Drag and drop files here
Choose a file
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Would you like custom images and styling on your booking page? (Yes/No)
Yes
No
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Final Details
What’s your deadline for setting up this system?
Any additional details or special requests?
Please take a moment to review your form before submission.
Once you submit this form, I will review your details and contact you within 24-48 hours to discuss your booking system setup!
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