Once an intake form is created, you can email it to a client directly, ask them to fill it out before signing up for any meeting or event, post it online, or have it live on your website.
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As part of the service registration setup, you’ll have the option to create an intake form. By default, email is always requested.
- To do the same please go to Catalog and click on the service you wish to have an intake form as a part of the service registration
- Enable where it says, "Customer can purchase this online".
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Now click on the Intake Form and then click on the drop-down as shown in below screenshot
- When you click on drop-down for Intake Form as shown below:
- Click on Save button
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