Creating Your HeyIntake Account
Getting started with HeyIntake takes just a few minutes. Here's how to create your account and start capturing leads.
Step 1: Sign Up
- Visit heyintake.com and click Get Started or Start Trial
- Enter your email address and create a secure password
- Alternatively, click Continue with Google for faster signup
Step 2: Complete Your Profile
After signing up, you'll be prompted to enter:
- Business Name — This appears on your intake forms
- Notification Email — Where you'll receive lead alerts
Step 3: Start Your Trial
Your 7-day trial includes:
- Up to 20 form submissions
- Full access to all features
- AI lead scoring and summaries
- No credit card required to start
What's Next?
Once your account is created, you'll be taken to your dashboard where you can:
- Create your first intake form
- Customize your form fields
- Share your form link with potential clients
Tip: Enable email notifications in Settings to get instant alerts when new leads come in.