Wix Apps: Adding and Setting Up the Wix Intake Forms App
The Wix Intake Forms app helps you collect important information from your clients before their visit. Create digital forms, for example, waivers or questionnaires and decide whether clients fill them out once or on a regular basis. This makes onboarding faster, keeps your business protected, and helps you give every client a safer, more personal experience.
Anyone can download the Intake Forms app, however, the form link is only available with Business and Business Elite Premium plans for Wix Editor users, or Plus and Elite Studio plans for Studio Editor users. Learn more about upgrading your site.
Ways you can use the Intake Forms app:
Waivers: Protect your business by obtaining documented permission and acknowledgment of risk from clients before providing services. Examples include liability waivers, parental consent forms, and photography release forms.
Intake forms: Gather valuable client information that doesn’t change often. For example, age, address, emergency contacts, and goals—so you can provide tailored services and improve client relationships.
Health questionnaires: Collect essential medical information for both legal and practical purposes. Health questionnaires serve as proof that clients disclosed any medical conditions and help you adapt sessions to keep everyone safe.
Step 1 | Add the Wix Intake Forms app to your site
Disclaimer:
By using the Intake Forms app, you acknowledge that Wix is not responsible for any damages or losses arising from its use. You are solely responsible for verifying the app’s accuracy before use. Take the time to understand how the app works, including how waivers are assigned and tracked, and always manually check submissions before serving clients to prevent missing or incorrect forms.
Start by adding the Wix Intake Forms app to your site from the Wix App Market. Once installed, you can begin creating digital waivers, intake forms, or health questionnaires for your clients.
Dashboard
Go to Wix Intake Forms in the Wix App Market.
Click Add to Site.
Click Get Started.
Wix Editor
Click Add Apps
on the left side of the editor.
Search for the Intake Forms app in the search bar then select the app.
Click Add to Site.
Click Get Started.
Studio Editor
Click App Market
on the left side of the editor.
Search for the Intake Forms app in the search bar then select the app.
Click Add to Site.
Click Get Started.
Step 2 | Create an intake form
Build a custom intake form by adding the fields that matter most to your business and clients. There are 4 sections of the form to consider: Contacts, General, Choices, and Layout elements.
Each one helps you collect and display the right information, so your forms are clear and professional from the very first submission.
To create an intake form:
Click + Create New Form.
Choose how to edit the form:
Edit the form title: Click the form title at the top of the form, enter a new name (e.g. 'Client Waiver Agreement') and click the checkmark to save.
Add form fields: Click the Add icon
on the left. Click the type of field you want to add:
Contacts: Add fields for client details like phone number or birthday.
Note: The first name and email fields are always included and can’t be removed.
General: Collect open-ended information with short/long answers, numbers, digital signatures, file uploads, or star ratings.
Choices: Offer clear selections with checkboxes, single- or multi-select options, tag pickers, drop-downs, and date/time pickers for precise, structured responses.
Layout elements: Use layout elements like header and text to organize your waiver or intake form. For example, you can create a simple waiver with just your legal text and an approval checkbox or signature or add more headers and text fields if you need to collect extra details from clients.
Note: The form is flexible, so you can keep it straightforward or make it as detailed as you need.
Add conditional rules: Click the Rules icon
on the left to add conditional rules:
Click + Add Rule. Note: To enable Rules, your form must have a minimum of 2 fields.
Set up your rules:
If: Select the field and condition (e.g. is empty, is filled).
(Optional) Click + Add Condition to add more conditions.
Choose And (all conditions must be met) or Or (any condition must be met).
Then: Select the field(s) and the action (e.g. shown, hidden, required, optional).
Tip: You can apply the same result to multiple fields by selecting more than one.
(Optional) Click + Add Rule to add another rule.
Click Save Rule.
Click Save.
Required fields:
Click the relevant field and click Settings. Enable the Required field toggle to make sure you collect the information you need from your visitors.
Step 3 | Share your intake form
Share your intake form with clients or team members using a shareable link, social media, or a QR code.
To share your intake form:
Hover over the relevant intake form.
Click Share.
Choose how you want to share your link:
Share on social media: Click the relevant social media platform icon to share via WhatsApp or email.
Copy the form link: Click Copy Link, then paste your link wherever you want to share it.
QR code: Share the QR code.
FAQs
Click a question below to learn more about the intake forms app.
How can I view my form submissions?
You can view and manage your intake form submissions in several places:
From your site dashboard:
Go to Manage Apps in your site's dashboard.
Click Open next to the Intake Forms.
Click the More Actions icon
next to the relevant form.
Click View Submissions.
From individual contacts:
Go to Contacts in your site's dashboard.
Click on the relevant contact.
Click the Intake Forms tab.
Hover over the relevant form and click View submission.
Tip: You can manually change a contact's submission status from 'Valid' to 'Not Valid' (or vice versa) under the Form status column.
How do I keep track if my clients have filled out intake forms?
Each contact automatically has a validity status for every active intake form on your site. You can view these statuses from the contact’s page or side panel. The status types include:
Valid: The contact has a current, non-expired submission for the form.
Not Valid: The contact never submitted the form, or their last submission expired.
The expiration date is based on the most recent action. Either the client’s last submission or the last time you manually set the status to Valid.
You can manually change a contact’s status anytime from their contact page or side panel.
For example, you might switch a status to not valid if:
The form was filled out incorrectly.
A client has a new medical restriction.
Can I have more than one intake form for my business?
Yes. You can have multiple intake forms depending on your business needs.
Can I set an expiration date for my form?
Yes. You can set a custom expiration date for your form to help collect the most recent client information.
To set an expiration date:
Go to Manage Apps in your site's dashboard.
Click Open next to the Intake Forms.
Click the More Actions icon
next to the relevant form.
Click Set Expiration.
Select how long a submission remains valid:
Never: The submission does not expire.
Custom: Set the number of months before the submission expires.
Click Save.
Will Wix continue to support the existing Health waiver form?
The existing bookings waiver form will be removed in the next few months. The Wix Intake Forms app will replace it, but with the same features and exciting new ones.
To continue using waivers with your bookings and access updated features, install the Wix Intake Forms app from the Wix App Market.
Important: If you want to save your old waiver submission data, export your submissions before the old feature is removed.