PLAYBOOK 10 • CALENDARS & INTAKE FORMS • CODE PARTNER25 (25% OFF) IN-APP BOOKINGS

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.

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https://ghlagencymcp.com/mcp
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0
Bypassed Intake Forms
100%
Consistent Custom Fields
1 RUN
Health & Intake Check
In-App Booking Forms Architecture and 1-Prompt Verification
In-App Service & Rental Booking Architecture: Staff attaches and completes intake forms in the appointment modal. The HighLevel Agency & Builder MCP validates calendars, forms, and custom values in one run.
WORKED EXAMPLE • PROMPT + MCP CALL + SAMPLE OUTPUT

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"
}
FREQUENTLY ASKED QUESTIONS

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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