Custom intake forms & waivers
Stop chasing paper. Build a form once in the template editor, share a public link or send it from a booking, and customers complete intake on any phone. Submissions attach to the profile and booking automatically.
- Unlimited forms and submissions
- Public link (no login) or in-portal completion
- Mobile-friendly customer view - signatures, dates, multi-select
- Auto-attach to the booking and customer record
- Send by email, SMS, QR at reception, or from the booking
- Notify staff when a flagged answer arrives
Built right into the product
No bolt-ons, no surprise add-ons. Custom intake forms & waivers ships on plans labelled All plans.
- Unlimited forms and submissions
- Public link (no login) or in-portal completion
- Mobile-friendly customer view - signatures, dates, multi-select
- Auto-attach to the booking and customer record
- Send by email, SMS, QR at reception, or from the booking
- Notify staff when a flagged answer arrives
Inside Revively
Custom intake forms & waivers, up close
Step through live custom intake forms & waivers screens from the product - each one captioned so you can see how it works.
How it works
Three moves and you're live
Build with confidence
Drag fields into the template editor and preview the customer view live.
Send the link
Email, SMS, QR at reception, or auto-include in the booking confirmation.
Customers complete on their phone
They open the link, fill intake or waiver fields, and submit - no account required.
Review and act
Submissions sit on the customer profile and the booking detail - never lost in an inbox.
Related
Pair it with
Help & guides
Set it up
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