Once the booking is paid and access is verified, the client can see available appointment times and choose a slot. From there, the process moves into the buyer or seller intake.
The form is intentionally detailed because the information has a job to do. It tells the advisor what stage the client is at, what is already known, where the uncertainty is, and what should be reviewed before the appointment.
Clients can also attach supporting documents. Uploads are checked on the server, not only in the browser: file size and allowed formats are validated, and the file contents are checked rather than relying only on the filename or MIME type.
Once the final submission succeeds, the appointment is created and connected to the booking, client information, and intake. By the time the advisor opens the appointment, the administrative preparation should already be done.
The form isn’t there to collect more data. It is there so the paid appointment starts with context.