Everything you need to get started with HeyIntake. Self-serve guides for all plans.
Set up your first intake form in minutes
Track and manage leads through your sales process
Understand how AI analyzes and prioritizes submissions
Require clients to review and sign your terms
Request and collect files from clients
Post-booking intake for existing clients
Auto Flows, email templates, and notification settings
Manage your subscription and billing
Configure your account, branding, and integrations
Our documentation covers most common questions. Support options vary by plan: