Intake Forms is the part of Teddy where you build the questionnaire new clients fill out before their first visit — owner info, pet info, behavior flags, and any agreements you want them to sign. It lives in the SETUP group of the sidebar at /new-intake-form.
The page has two sub-sections, shown as links at the top:
Forms (/new-intake-form/intake-forms) — the list of intake form templates you've built. Most shops have one "New Client" form; some have extra ones for special services.
Received Submissions (/new-intake-form/received-submissions) — the log of every intake form a client has actually filled out.
When a new client fills out one of your intake forms, three things happen automatically:
A client record is created. Their name, phone, email, and any other owner info they entered becomes a client in Clients & Pets. No manual import needed.
Their pets are added to that client record. Everything they told you about each pet — type, breed, weight, birthday, coat type, vet info, behaviors — goes straight into the pet profile.
The submission lands in Pipeline → Intake Form Submissions and shows up in Received Submissions here. You can open the submission any time to see exactly what they wrote.
If the form has agreements attached, the client also signs those as part of filling out the form, and each signature shows up in Agreements → Signed Agreements with the client's name and timestamp.
Every form has a unique public URL that looks like:
https://clients.tryteddy.com/register-new-client/{form_id}/{company_uuid}
You can grab that URL by opening Forms, finding the form in the list, and clicking the Preview (eye) icon — it opens the public version of the form in a new tab, and the URL in the address bar is the shareable link. Most shops do one of the following:
Put the link on their website — "New client? Fill out our intake form here."
Text it to new clients before their first appointment.
Have the form open on a tablet in the lobby so walk-ins can fill it out on arrival.
Embed it in booking confirmations so every first-time booking triggers intake.
Intake Forms and Agreements are separate modules, but they plug into each other. When you build a form, there's an Agreements To Sign section where you check off which agreements from your Agreements library to attach. At submission time, the client sees each attached agreement inline with the form and signs it on the same page.
This means you only need to edit your agreement text in one place (Agreements), and every form that attaches it automatically uses the latest version.
Creating and editing an intake form — building a form from scratch, toggling fields, and attaching agreements.
Received Submissions — reading the submission log and tracking down what a client actually entered.
Tip: Start with a single intake form called something like "New Client 2026" and keep it simple — Owner basics, Pet basics, your core agreements. You can always add a more detailed form later. The friction of a long form at intake is one of the most common reasons clients bail before their first visit.