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
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