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.
-
As part of the service registration setup, you’ll have the option to create an intake form. By default, email is always request.
- To do the same please go to Sales >> Catalog and click on the service you wish to have intake form as a part of service registration
-
Click on the Online gear as shown in the below screenshot
-
Once you click on the Online gear, you will need to enter the Intake Form and then click on drop-down as shown in below screenshot
- When you click on drop-down for Intake Form as shown below:
- Click on Save button
Comments
0 comments
Please sign in to leave a comment.