# Page 3 | IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is IntakeQ the right Medical Practice Management solution for you? Explore 321 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/reviews

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IntakeQ

4.7 (321)

[View alternatives](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 3 - Reviews of IntakeQ

## Showing most helpful reviews

Showing 51-75 of 321 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Lexi S.  
Owner and Therapist  
Mental Health Care  
Used the software for: 6-12 months

### "Great balance of cost & features, perfect for small therapy practice"

December 18, 2018

4.0

Pros

I like that you have the option to pay less or more based on which features you need, as well as your volume of new clients -- super helpful for me starting out when I only had one new client every 2-3 months. Their customer support team actually worked with me to give me a 50% discount for the first 6 months and offer me a special "super low volume" plan. I also appreciate that there is so much customization available for the forms--you have to pay tons of money for traditional EHRs to create your own forms, which can get spendy quickly if you have a lot of different forms you need or make frequent updates (as I do). And, of course, electronic signatures are the best. I never want to have paper files again and scanning things in is such a pain! I love that IntakeQ lets clients take photos as part of their intake forms, too, so I can even have the client snap a shot of their insurance cards and ID before they ever come into session. They seem to update the features frequently, and base them off their users' requests--for example, they recently added a way you can link family members together, so both a teen client and their parent/guardian can have access to the messaging system & client forms.

Cons

There are some small flukes that pop up occasionally; for example, if you enter a client's legal name when registering the client, there's no way to change how that shows up on forms, etc.--not usually an issue, but if a client has a radically different preferred name, is transgender, etc. I like to be able to ask them & customize what shows up on their forms. It's a little pricey, which is true of all online forms software, so I do like that it at least includes a HIPAA compliant messaging system -- I avoided other online forms systems because they were the same price, but with drastically fewer features. I'd love to see a discount for paying for an entire year up-front, too.

Review Source

AI

Asha I.  
Physician  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Perfect for small practice "

January 7, 2022

5.0

Overall perfect for providers with their own cash pay practice and especially those focused on wellness. Because everything has to be created (ie no pre-installed icd codes , you have to put them in manually) this may not be best for physician in regular practice.I hope they increase a few features without making it complicated

Pros

I should first emphasize I am a solo practitioner , with focus on wellness and limited services. I wanted a program that allows online patient scheduling, visit notes , pay via credit card and some billing of insurance and Hippa communication. Most programs that offer this have excessive features and design for practices with front desk and support staff instead of the practitioner. IntakeQ offered all I needed but simpler format that largely builds on creating own forms and rules. The set up guide and using help feature explains everything you can think of. The plus was it allows sharing of documents and creating journals for patients to complete, which was something I was struggling with, seeing patients via telehealth. The visit notes can take a while to perfect because it doesn’t feature templates physicians would use, but I am still playing with it to create the perfect template. They created a snippet feature which allows you to create text you would re -use , ie lung exam . You can also duplicate previous note and just adjust what is new. Some other programs look more esthetic but have poor execution of needed features. Intake Q doesn’t look grand, but it thought of everything you need. Works exactly the same on the phone without having to download an app. I’ve tried at least 5 other programs, this was the most intuitive

Cons

Patient portal and emails could be more simple . Sometimes patient get up to 3 emails for steps related to appointment. Patient should be able to complete consent and intake while making appointment instead of after . Wish you could pull journal and intake entries in to visit or SOAP note. I would like them to add features that may be more helpful for advanced practitioners such as labs , or pictures into note . I have submitted claim yet , so not sure how smooth that is.

Alternatives considered

[Jane](https://www.capterra.com/p/178984/Jane-App/)

Reason for choosing IntakeQ

Still considering both

Switched from

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[vcita](https://www.capterra.com/p/142264/Appointment-Scheduling/)

Features of other apps looked great but needed easy online patient scheduling that integrates with my website .

Review Source

AS

Angela S.  
Licensed Professional Counselor  
Mental Health Care  
Used the software for: 6-12 months

### "Gives you control"

November 18, 2022

4.0

Overall I have been pleased and satisfied with it. I like the level at which I can individualize it. The developers frequently improve and add more to it. Also, The price has stayed very reasonable.

Pros

It had everything I needed for practice management, and I could integrate it with online services I was already using, such as Square, Office Ally, and Google Workplace. The price was reasonable, and I had more control over how to set everything up, i.e. documentation, the client portal, and automated processes.

Cons

Some things took a while to figure out how to do, and there have been some bugs. I wish there was more control over organizing documentation under a client's profile. I had experience developing documentation and using integrations with Google Workspace Apps, so it was probably an easier transition for me than it would be for someone who didn't have that experience.

Reason for choosing IntakeQ

I had more control over setup, I could integrate with online services I was already using, and the price.

Review Source

JH

Jessica H.  
Speech Language Pathologist  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Love IntakeQ!"

May 11, 2023

5.0

I switched from another EMR system and feel IntakeQ is significantly better for me than previous. Love it!

Pros

I love that everything is now in one place for our company. We have the portal, calendar, and all forms all in one location vs having to use multiple programs. The ease of use and amazing customer service are added bonuses

Cons

I did have to get help from someone a little more technical than me to help set up our initial forms. Part of this was because I was limited on time and I knew they could do it much faster than me.

Reason for choosing IntakeQ

This was much easier to use, better customer service, and customizable.

Review Source

VR

Verified Reviewer  
Clinical Supervisor  
Mental Health Care  
Used the software for: 6-12 months

### "Excellent support for my small business!"

December 5, 2018

5.0

Overall, IntakeQ allows me to connect with clients and gain initial information before our first appointment allowing them the opportunity to share what is most important to them rather than spend the time completing paperwork. This is a great benefit to me.

Pros

I am very pleased to be able to allow clients opportunity to communicate and complete personal health information online in their preferred way to communicate without fear of exposing their personal health information to others. I also appreciate the pricing for this product. I love the responsiveness of the customer service.

Cons

I wish that the software worked well with PayPal or had their own credit card processor. I also would like to be able to submit payments to insurance companies through the system. Among the features that exist already, I wish that you could click on the clients’ name where ever it appears and be able to get back to their profile page without having to go to the client’s list. I also wish that when stopping a recurrence, you could have a choice of stopping all including the appointment that is open and not just all of the ones after the one that is open. When I am in the message center and want to click to another client, I have to refresh the page to ensure that the right page is connected to the right client. Otherwise the name will change, but the page remains on the previous client’s page.

Review Source

AR

Anne R.  
Owner, Therapist  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Great Product"

April 11, 2023

5.0

I really like using it and find it meets my needs better than any other EHR I've used.

Pros

IntakeQ is highly customizable allowing complete control over your forms and processes. It has amazing automations you can set up allowing for wonderful workflows. This is particularly helpful for group practices. The scheduling system is great and the forms and questionnaires are the best of any product I've used.

Cons

It takes a lot to set things up because it is so customizable. It can also be hard to find things within the system because there are so many options and settings.

Switched from

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

Cost and being able to customize forms for my group practice.

Review Source

FR

Freedom R.  
psychotherapist  
Mental Health Care  
Used the software for: 2+ years

### "Best Practice Management!"

October 27, 2022

5.0

I have tried other top brands trial and I'm sticking with IntakeQ. It's easy to use, reliable and efficient.

Pros

IntakeQ has everything a clinician needs and for every budget. I don't one one complaint about their services. Whenever I have questions their customer support is impeccable. Most of the time in less than 24 hours I received the support I need. It has so many features and is less expensive than other known brands.

Cons

This software it's as close to perfect. I wish it would have note entries to select but for the affordable price and the several features it offers, I'm happy with intakeq.

Alternatives considered

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

Reason for choosing IntakeQ

Less expensive. It has more features. Impeccable customer service.

Review Source

EH

Elana H.  
Physical Therapist  
Medical Practice  
Used the software for: 6-12 months

### "I love this platform"

October 14, 2020

5.0

I am incredibly satisfied! I was looking for something highly customizable and it met ALL of the criteria I was looking for when I changed platforms!

Pros

I have been using IntakeQ since Jan 2020. I found this platform after being dissatisfied with the one I was previously using. I couldn't be happier with the change. 1. I was already using SRfax and this is integrated with that fax program 2. It take a little time to customize everything, but it is well worth it and the customer service response is great and fast. 3. I love that the booking and billing and EMR are all in one program 4. Faxing notes to doctors offices, receiving them back and then assigning them the to appropriate patient chart is fast and easy. 5. I can easily use this platform from my phone to book appointments, check faxes, review notes etc. 6. I can send automatic forms prior to the first visit and custom forms (including a COVID screening) prior to each visit. And much more !

Cons

While the customer service is fast and generally meets my needs, it is always be email and sometimes I would prefer a phone conversation. If needed, they will schedule a phone call, but email is definitely the "go to" way they address inquiries.

Alternatives considered

[Jane](https://www.capterra.com/p/178984/Jane-App/)

Reason for choosing IntakeQ

It had the capability of EVERYTHING I was looking for and the price-point was right.

Switched from

[WebPT](https://www.capterra.com/p/92920/WebPT/)

I found WebPT not to be user friendly. It couldn't do simple billing (I do not bill insurance and needed only to generate a Superbill). The program couldn't make a Superbill and there was no work-around. I couldn't easily send AND receive faxes through the program with my established fax number.

Review Source

KK

Kelsey K.  
Doctor of Physical Therapy  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Best Product for the Budget"

April 11, 2023

5.0

I was happy that IntakeQ’s user friendliness in set-up was sufficient to allow immediate use, but we did take a significant amount of time getting all the forms we wanted to be electronically available.

Pros

IntakeQ does a fabulous job of working with integrations and not re-inventing the wheel so to speak. They are also cutting edge and effectively eliminate duplicate work. For instance, events on google calendar can be selected to appear in IntakeQ calendars and visits can appear on google calendar, while still remaining HIPAA compliant by labeling ‘busy.’ This is just one of numerous examples, but integrations with expert products supports the superiority of IntakeQ as an EMR.

Cons

While having setting near the functions that you want to change can be helpful, I think a single settings page might be beneficial to quick reference changes, rather than in each area. Think how iPhone manages individual app settings and subscriptions even.

Reason for choosing IntakeQ

Price, customizability, ease of use, automatic intake, availability of self scheduling

Review Source

RF

Rebeca F.  
Owner, IBCLC  
Hospital & Health Care  
Used the software for: 2+ years

### "Great product with potentiality for excellence "

April 11, 2023

4.0

Functionality of the firms and charting is great. Client portal is excellent. Lacks employee management. Would be great if it had voice to text.

Pros

The customization of the forms is greater.

Cons

Customer service. Our personal experience is that it’s hit or miss.

Switched from

[Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)

The forms are better.

Review Source

HS

Heather S.  
LMHC  
Mental Health Care  
Used the software for: I used a free trial

### "Still in free trial but struggling to commit because of one critical missing feature"

February 25, 2022

5.0

I want to join IQ because of the robust nature of the platform and the support they offer, but there is one feature missing that is non-negotiable for me given the client populations I work with.

Pros

The customization and automation are both robust in this platform. There are multiple question types when creating new forms/templates. Almost every aspect of the platform is customizable to your needs and business. The support/help part of the website is also super helpful, and the facebook group is great for finding answers to questions that may be time-sensitive usually.

Cons

According to the facebook group for IntakeQ (this doesn't include any private requests for this), over 15 clinicians have requested the feature to be added where two people can have separate and independent access to the client portal of a client. For example, a minor client with separated/divorced parents who are high conflict -- this is the only feature preventing me from committing. I don't want to go back to another "simple" EHR but it seems to be one of the only platforms that offers this. It's pretty much the only feature missing from IQ.

Alternatives considered

[TherapyAppointment](https://www.capterra.com/p/110508/TherapyAppointment/)[TherapyMate](https://www.capterra.com/p/134728/TherapyMate/)[TherapyZen](https://www.capterra.com/p/151098/TherapyZen/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[CounSol.com](https://www.capterra.com/p/124769/CounSol-com/)

Review Source

Marilee F.  
Owner  
Hospital & Health Care  
Used the software for: Less than 6 months

### "The best customer service on the planet"

January 10, 2019

5.0

Pros

I absolutely LOVE IntakeQ. The best thing about it is the customer service. I've never before experienced such quick answers to my questions online. And they are super helpful and will bend over backward to help you. Allow me to tell you a story about this! We were scrambling in my group counseling practice to send out new forms to all of our clients (hundreds) before the start of 2019. It was critical we get this going before Jan. 1, so of course at the last minute, before the long holiday weekend, I discover that I hadn't done things quite correctly for our needs and so I was pretty freaked out. I was emailing customer support, who was always just so happy to help me! It had to be like 6 pm or something in NYC or wherever IntakeQ is located, and I just kept discovering new needs that I had and so I just kept asking him questions, and at times he would take care of things so quickly it was amazing. I'm pretty convinced he stayed late one New Years Eve weekend just to help me out. It was exemplary customer service and saved my life! IntakeQ makes our forms look attractive, seamless and professional. It is so quick and easy and actually kind of fun to see clients progress through them quickly in our office. We love the capability to send out many forms in one email to clients in advance of their first visit. We can also get signatures from multiple people. Clients actually commented on how attractive and professional our forms are!

Cons

I cannot think of any cons for IntakeQ!

Review Source

NS

Nicole S.  
Doctor  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "New patients no longer ruin my day"

April 9, 2020

5.0

Great overall experience. Excellent product. Has saved me hours of time and frustration not having my new patients organized. Now we can reschedule them if we do not see their paperwork done 24 hours prior to their appointment time instead of assuming they filled it out AND remember to bring it.

Pros

For years we stressed about new patient paperwork not being filled out and causing my schedule to run 30-45 minutes behind when they forget to fill out 8 pages of paperwork. The forms are easy to make and send. Patients can fill them out on their cell phone which is a huge help for my practice since we have many seasonal visitors in Scottsdale. The customer service is excellent. Always above and beyond and super fast. A huge refreshing change from my last portal. Horrible customer service. The membership option is very helpful and if you want to switch to a concierge membership program I would highly recommend using the IntakeQ billing system.

Cons

I hate their schedule. It is ugly. It is clunky. I can never see all my patients in one day well. The print outs of the schedule waste a lot of paper. This could all be easily improved upon. But we make it work.

Reason for choosing IntakeQ

Because other Naturopathic doctors said it was the best option in a group chat and they were right.

Switched from

[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/)

It sucks

Review Source

VR

Verified Reviewer  
Clinical Trials Operations Specialist (Contract/Consultant)  
Biotechnology  
Used the software for: 6-12 months

### "Clean and simply designed intake and patient management platform"

December 14, 2018

4.0

Using intakeQ as a patient interaction, eICF, and eCRF/ePRO platform for clinical trials. For simple trials with simple follow-ups that the coordinators don't mind setting up, this is an extremely budget-friendly way to obtain eICFs and some ePROs (less than a hundred dollars vs minimum $5k for HIPAA-compliant SurveyMonkey). You can configure roles to control access and security

Pros

Extremely affordable and extremely fast customer service while boasting HIPAA compliance, eSignatures, recurring forms and appointments, automated follow-up emails, and secure patient platform. Sending and re-sending forms is easy.

Cons

Cannot choose which variables to show as columns under Client list. Cannot calculate average scores from multiple questions. Cannot cause a notice to send to the site coordinators or doctors if a certain response is recorded. Cannot set up forms in a set schedule so that one form is sent after another at a certain time and then view this schedule (but that is fine as this was not designed for this). Lack of version control of forms.

Review Source

JM

Jessica M.  
Office manager  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Great management/time saving "

June 14, 2022

5.0

Easy to send forms to clients and keep everything well organized and in order!

Pros

Love intake q. Love all the auto features plus if there is something you think that is needed the team is always open to suggestions and their support team is amazing! Makes day to day operations a breeze.

Cons

Sometimes with any software it has a mind of its own. But can figure out quickly.

Review Source

VR

Verified Reviewer  
Case Manager  
Mental Health Care  
Used the software for: 1-2 years

### "lntakeQ"

January 28, 2019

5.0

I really like IntakeQ and I love being able to have organized information of my clients. It saves time by sending completed forms right to their file.

Pros

Working in the Mental Health field, we need software that is HIPAA compliant, but also reasonable in price. IntakeQ offers both!!! It also has a sleek design that looks professional. Auto-save is also a life saver. I have had several notes lost due to internet cutting out. Notes take a while and not having to redo them makes life so much easier. Customer service is friendly and always there to help whenever things may go wrong.

Cons

One thing I would like is that if you click on a Client's name, then it would take you to their home page. An app would also be beneficial since the forms don't convert well to phones.

Review Source

SA

Suzanne A.  
Director/Therapist  
Mental Health Care  
Used the software for: 2+ years

### "IntakeQ"

April 11, 2023

4.0

Support services are stellar!

Pros

Ease of making appointments, 24/7 access to client records, reminders before appointments, scheduling forms to be sent out before and after sessions

Cons

Can't search for a series of appointment availabilities; can't search on the number of missed sessions a client has had.

Review Source

VP

Valerie P.  
Office Manager  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Super Customizable, thanks to \[SENSITIVE CONTENT HIDDEN\]!!!"

March 1, 2021

5.0

I cannot say enough GREAT things about \[SENSITIVE CONTENT HIDDEN\] with IntakeQ. When I let him know that, due to the answers received from the other Customer Service/our Onboarding rep, we may need to move to a new product after all, he jumped on the case! Not only was he able to give us answers that we needed, but he was able to get the system set up for us in a way that made it so we didn't need to switch products after all! I cannot say enough about how he went above and beyond to make sure we were able to work with the system, really showcasing how flexible it can be based on our needs.

Pros

We have been able to implement this into our needs rather easily! It's exciting to be able to provide our clients with a far more seamless option to go from sign-up with us to appointment.

Cons

We did have some issues with getting it to reflect the things we needed, at first. After speaking to several Customer Service reps, they made it sound as if it might not be possible to implement what we needed.

Alternatives considered

[TheraPlatform](https://www.capterra.com/p/203711/TheraPlatform/)[MedEZ](https://www.capterra.com/p/152902/MedEZ/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)

Reason for choosing IntakeQ

It looked like IntakeQ was going to be customizable to the point where it would cover everything we needed. From forms being immediately uploaded into clients files, to setting up appointments, widgets for bookings, etc.

Switched from

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)

They did not have all of the services and features that we needed.

Review Source

BL

Beth L.  
Office Manager  
Medical Practice  
Used the software for: 6-12 months

### "Ease of non contact paperwork"

June 17, 2021

4.0

I overall love the ease this has make paperwork. Not all patients like it, but we do.

Pros

I love that we can send all forms needed to patients to fill out prior to the appointment. The ease of checkin is a huge importance to use. The non-contact is also helpful with recent events. Intake uploads these forms directly to the patient's chart.

Cons

I would like the schedule to be synced from Rev to Intake. That way we wouldn't have to type in each individual patient.

Alternatives considered

[Weave](https://www.capterra.com/p/141842/Weave/)

Reason for choosing IntakeQ

Cheaper

Review Source

Daphne R.  
Owner  
  
Used the software for: 1-2 years

### "Love the continuous updates!"

April 13, 2018

5.0

Pros

Easy to use. Easy to set up fairly complicated intake form rules and booking settings. Digitizing our intake forms and booking in general has definitely streamlined both processes for our business.

Cons

Lack of family support - e.g. a parent booking appointments for multiple children has to use several different email addresses, and the profiles often fail to "link" properly so we're constantly merging client profiles. Lack of integration is a huge con for us - we have to update our EMR schedule with booking changes manually, payment info doesn't link to our billing vendor (our Google calendar does synch - hoping for more future integrations).

Review Source

AS

Avigail S.  
psychiatric nurse practitioner  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "IntakeQ is a fabulous EMR"

May 14, 2023

5.0

Pros

The customer service is phenomenal, great aesthetics/UX, patient portal works well, and the feature options feel almost endless.

Cons

There are many features and options, which can take some time to navigate and set up a practice- but it's worth it!

Review Source

YG

Yehuda G.  
CEO  
Mental Health Care  
Used the software for: Less than 6 months

### "Very Happy. Great Product"

January 23, 2022

5.0

Pros

Pretty much everything. A great system truly built around the needs of the practitioner, kind of like the Toyota of EHRs. Interface is fresh and easy to use. Customization is a breeze and functionality is fantastic. I shopped for an EHR for many months and was told by colleagues that I will eventually have to succumb to Simple Practice. They were wrong and I am so happy that I trusted my instincts that there just had to be a better, affordable solution out there. IQ is that solution.

Cons

No live support and no 2-way communication on alerts (meaning, if i send a reminder to a coworker I do not know whether they opened it and there is no way for the coworker to 'sign off' on the reminder when it is has been completed. We also needed to create quite a trail of workarounds to deal with some glitches relating to the inability to attach treatment notes to outgoing claims in the Office Ally integration. But IQ was receptive and worked with us and we got it done.

Review Source

JM

Judith M.  
Owner, Head Physical Therapist  
Hospital & Health Care  
Used the software for: 6-12 months

### "Makes running my small biz a breeze"

December 6, 2018

5.0

Pros

Reasonable pricing, great user interface, has made running my small business \*SO MUCH\* easier, makes me look more professional and organized as a small business, is HIPAA compliant, there is continuous improvement of features, fast and friendly customer service, streamlined payment (which saves me so much time as a solo biz owner), auto-save so you never lose a note you're in the middle of, portal system to communicate with patients, great metrics that help me identify trends in the business and that help make marketing, budgeting and scheduling decisions. I could go on and on. I seriously adore this company.

Cons

There are some very occasional buggy features in the software -- honestly it's been so infrequent that I usually forget to point them out to customer service, but the one time I did, they were very responsive and the issue was resolved later that same weekend... which was over Thanksgiving weekend, no less! Only other gripe is that if you have more than one tab open with the program (e.g. your booking calendar in one tab and a note for a patient in another tab), you may get logged out automatically, which can be annoying if you were in the middle of a task, though I suppose it's helpful for security purposes if I'm on pubic computer in the shared office space I have.

Review Source

ZA

Zachary A.  
Practice Owner/Clinician  
Mental Health Care  
Used the software for: 6-12 months

### "Unparalleled Customer Service"

July 10, 2019

5.0

My experience doesn't matter as much as my clients' experiences: they all love the intake and consent forms going right to their email, and they love the appointment reminders (text and email.) It really goes a long way to make my practice come across as professional.

Pros

The software is intuitive and amazingly flexible. There are templates built-in for consent forms, assessments, and notes, but you also have the ability to customize each template to suit your practice's needs and create completely new templates. I use IntakeQ for everything: scheduling, billing/invoices, notes, diagnosis, Superbilling, appointment reminders, and secure communication with clients. The customer service department is ABSOLUTELY amazing to the point that I asked them "where can I leave you a review because you deserve recognition." I've had a few questions for them, and I've always got a response within an hour or two. I can't recommend this service enough. It runs my entire practice.

Cons

Initially, I was a little hesitant about the idea of having to create my own forms, but the templates provided made it super easy to tweak them to suit my needs.

Review Source

Sebastian U.  
Massage Therapist/Bodyworker and Somatics Movement Coach  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "The best system to manage your Massage/Physio/Coaching business online!"

August 28, 2018

5.0

I can manage the whole client booking experience in one place. The latest addition to automatic birthday email is incredible! And just love Client Portal, place where clients can check their appointments, packages, invoices, etc..

Pros

I love IntakeQ! Before I started with IntakeQ, I did a deep search and tried different systems for my Massage/Coaching business. My main criteria were to go completely paperless and I was looking for a fully automatic way: Client book the session/ or I manually book a client; then the system will send the Intake form (You can even create your own Intake forms, with your own questions and is so easy!), Reminders (both email and SMS to choose), online booking. And after the session, I can easily update my clients details from my Ipad or phone (SOAP notes). The most importantly, the IntakeQ team is so responsive and always helpful, I asked for a few updates, and these were implemented in no time! Thank you so much IntakeQ team!

Cons

None! The IntakeQ system is perfect! And the team is implementing new improvements on an ​ongoing basis.

Review Source

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