Attach intake forms to in-app service and rental bookings.
Forms can now be attached to your service and rental bookings created in-app, not just bookings made on public booking pages. Staff can complete intake information on the customer's behalf so custom fields, tags, and automated confirmations remain consistent.
Prompt: “Check the intake form and custom values for our service bookings in HarborLedger Bookkeeping before staff starts scheduling in-app.”
// 1. Inspect service calendars and booking links
ghl_agency_calendars {
"action": "list",
"location": "ve9EPM428h8vShlRW1KT"
}
// 2. Audit client intake forms and required fields
ghl_crm_forms {
"action": "list",
"location": "ve9EPM428h8vShlRW1KT"
}
// 3. Validate merge tags and placeholders across custom values
ghl_agency_custom_values {
"action": "validate",
"location": "ve9EPM428h8vShlRW1KT"
}
{
"locationId": "ve9EPM428h8vShlRW1KT",
"subAccount": "HarborLedger Bookkeeping",
"calendars": 2,
"serviceCalendars": ["Tax Consultation", "Monthly Bookkeeping Onboarding"],
"attachedForm": "Client Intake Form",
"formFields": 8,
"unmappedFields": 0,
"brokenPlaceholders": 0,
"status": "ready_for_in_app_scheduling"
}
Questions & Practical Answers
Can staff fill out intake forms during in-app scheduling?
Yes. HighLevel now allows staff to attach and complete the booking intake form directly inside the appointment modal for service and rental calendars, ensuring customer intake data is collected however an appointment is booked.
How do I make sure in-app bookings do not leave blank custom values?
Run ghl-agency custom-values validate to scan your booking templates and custom values for empty placeholders or broken merge tags before staff begins scheduling in-app.
What happens if a booking intake form has required fields?
Staff completes the required intake fields directly in the booking modal before saving the appointment, ensuring client contact records and custom fields are properly updated.
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