---
title: How to set up and use intake forms
description: "# **How to set up intake forms** [https://www.youtube.com/embed/dsfcDh4lutU](https://www.youtube.com/embed/dsfcDh4lutU) # **How to use intake forms on a tablet** [https://www.youtube.com/embed/qUIv8NzV3s8](https://www.youtube.com/embed/qUIv8NzV3s8)   # Assigning Forms **To have a client fill out their form, check them in on the appointment book to have them…"
url: "https://salon-software.com/kb/how-to-set-up-and-use-intake-forms/"
updated: "2022-02-10"
category: Training
---

# How to set up and use intake forms

# **How to set up intake forms**

[https://www.youtube.com/embed/dsfcDh4lutU](https://www.youtube.com/embed/dsfcDh4lutU)

# **How to use intake forms on a tablet**

[https://www.youtube.com/embed/qUIv8NzV3s8](https://www.youtube.com/embed/qUIv8NzV3s8)

 

# Assigning Forms

**To have a client fill out their form, check them in on the appointment book to have them show up automatically on the tablet app:**

![book](https://salon-software.com/wp-content/uploads/Untitled-Project.gif)

 

**Once they are checked in, open the tablet app for them to fill out their form:**

![app](https://salon-software.com/wp-content/uploads/Untitled-Project-1.gif)

 

**Here is an example of a client filling out a form:**

 [http://salon-software.com/wp-content/uploads/Untitled-Project.mp4](http://salon-software.com/wp-content/uploads/Untitled-Project.mp4)