Setting Up Your First Intake Form
Create a professional intake form in minutes using our form builder.
Accessing the Form Builder
- From your dashboard, click Form Builder in the sidebar
- You'll see your existing forms (if any) and can create new ones
Creating a New Form
- Click Create New Form or edit an existing form
- Choose your form mode:
- Pre-booking — For new lead capture and qualification
- Post-booking — For client onboarding after they've signed
Customizing Your Form
Basic Settings
- Form Name — Internal name for your reference
- Welcome Message — Greeting shown to visitors
- Submit Button Text — Customize the CTA
Adding Fields
Your form comes with default fields. You can:
- Toggle fields on/off
- Mark fields as required or optional
- Reorder fields by dragging
Common Fields Include:
- Full Name
- Email Address
- Phone Number
- Company Name
- Project Description
- Budget Range
- Timeline
Saving Your Form
Click Save Form to publish your changes. Your form is now ready to share!
Pro Tip: Keep your form concise. Forms with 5-7 fields have the highest completion rates.