Where does the data from the intake form go?

After a customer fills out an intake form, the data is updated on their contact record.

💡 If the customer has filled out the intake form as part of an event, booking link, or other type of service, you will not receive a separate notification outside of the standard confirmation notifications regarding the booking. If the intake form was sent to the customer separately, you’ll receive a dedicated notification.

The intake form was filled out as part of a booking

Go to the event

1. Click “View Details” on the service booking

   

2. Click "View attendee"
3. Next - click "view profile" and you'll see all of the intake data
   1. 
4. The intake data will be found on the contact record under "Attributes"

Search for your contact

1. Search for your contact
   
   

   The intake form data will be found on the contact record

   

The intake form was not filled out as part of a booking

1. If you sent an intake form to the contact separately, you’ll receive a notification that the customer filled out the intake form

   

   Click on View Details and you’ll be taken to the information the customer filled out