This article walks through building a new intake form, editing an existing one, and previewing what clients will see.
Go to Intake Forms in the sidebar (SETUP group) and tap Forms.
Tap the + Add New button at the top-right of the list. Teddy opens the "Intake Form" creator at /new-intake-form/add-new-intake-form.
Fill in the three top fields:
Form Name — Internal name used in the admin list and in Received Submissions. Clients see it at the top of the form too, so keep it human-friendly. Good names: "New Client Intake 2026", "Grooming Client Welcome". Bad names: "form-v3-final-FINAL".
Welcome Message — A short note displayed above the questions. "Welcome new clients!" is fine; "We're excited to meet your pup! This should take about 2 minutes — reach out to (xxx) xxx-xxxx if you get stuck." is better.
Theme Color — The accent color used on the public form. Pick one that matches your brand.
Tap Create Form. Teddy saves the form and drops you into the editor where you can configure the actual questions.
Once a form exists, open it from the Forms list (click the Edit pencil next to it) and scroll down to the question sections.
There are three sections, each with a row per field:
Fields about the client themselves. Default fields:
First name
Last name
Mobile Number
Address
How'd you hear about us?
Fields about each pet. Default fields:
Pet type
Pet breed
Pet name
Gender
Weight
Birthday
Coat type
Vet address
Fixed (spayed/neutered status)
Vet name
Vet phone number
Vaccine
Clients can add multiple pets on the public form using the + Add Additional Pet button.
Every field has two toggles:
Show — whether the field appears on the public form at all. Turn it off for fields you don't care about.
Required — whether the client must fill it in to submit.
A few judgment calls worth making up front:
Email — required by default and should stay required. You need it to send auto messages and confirmations.
Birthday — default not-required. Think about whether you want to turn it on as required. If you do, every new client will automatically benefit from the Birthday notification reminder, which is one of the highest-ROI features in Teddy.
Address — default off. Turn it on if you do mobile/pickup or if you need to verify service area; leave it off if clients come to you.
Vaccine — default off. If you require proof of vaccines, turn this on as a required field — the client can upload or type vaccine info before they can submit.
Between Owner Questions and Pet Questions there's an Agreements To Sign section. It shows every agreement you've created in the Agreements module with a checkbox next to each. Any you check will appear inline at the bottom of the public form for the client to sign before they can submit.
The agreement body is whatever you typed into the Agreements editor — so you always edit the legal text in one place, not per-form. If you update the wording of "Policies and Procedures 2025" in Agreements tomorrow, every form that attached it starts using the new version immediately.
Any edits you make are pending until you hit Save Changes at the top of the editor. There's no autosave — if you close the tab without saving, the changes are gone.
Back in the Forms list, tap the Preview (eye) icon next to a form. Teddy opens the public version at https://clients.tryteddy.com/register-new-client/{form_id}/{company_uuid} in a new tab. This is the exact URL and exact layout a client will see — grab it from your browser's address bar any time you want to share the form.
The public form renders:
Your business name and location at the top
The form name and welcome message
Pet Questions for "Pet 1" (with the "+ Add Additional Pet" button)
Owner Questions
Any attached Agreements inline
A Submit button
From the Forms list, each row has a Delete icon. Tapping it removes the form from your admin list. Important caveat: any previously-submitted data stays intact in Received Submissions and Clients & Pets — you're only deleting the template, not the history. You cannot, however, un-delete a form; if you delete "New Client 2025" and later want it back, you'll have to rebuild it from scratch. Preview the form before deleting just to be sure.
Most shops only need one intake form. But there are a few legit reasons to run more than one:
Seasonal forms — "New Client 2025" → "New Client 2026" lets you keep historic submissions labeled by year.
Service-type forms — if your grooming service and your boarding service need different questions, run two forms.
Short form for walk-ins — a minimal version with only the required owner fields for clients who just want to get on the calendar fast.
The tradeoff is that each extra form is one more link to keep track of and one more thing to update. Default to one form until you have a real reason to split.
Tip: Build the form, then fill it out yourself from the Preview URL end-to-end — pretend you're a new client. You'll catch usability issues (missing fields, confusing labels, too many required fields) faster this way than by staring at the editor.
