Here's how to spin up an Intake Form that tracks your customer's progress with units and images. Progress can be viewed from a customer's profile using the Progress Tracking tab.

Create the intake form

Click Customers > Intake Forms > Add Intake Form > name your form > choose its fields > click the dropdown menu of each field to enable 'track progress' > save changes.

Assign it to a service (or embed it on your website)

Click Appointments > Services > edit a service > scroll to 'Associated Intake Forms' and select one > Save.

If you prefer to send customer's to your website to submit each form, click Customers > Intake Forms > select a form and follow these directions to install the form on your site.

Start taking submissions

Anyone that books this service will now be prompted by email to fill out the form.

You can also fill out an intake form on a customers behalf or have them do fill it out in person. This can be done from Customers > Intake Forms > click the form > click New Submission. Or from a customer's profile via Intake Forms > New Submission.

And as mentioned above, if you've embedded this form on your site, submissions will now be received there as well.

Intake forms can also be submitted by clicking on an upcoming appointment and clicking this beige 'Intake form' badge. The badge will also double as a status you can check prior to the appointment -- to see if the customer has submitted their intake form yet.