Overview
This article will provide you with the steps on how to create an intake form.
Here's a video that may help you --> Client Intake Form Creation
Click "Site Setting' on the menu.
Click "Client" on the submenu.
Click "Intake" on the submenu.
You will then see all the properties created and have the option to add new properties to the intake form.
Label: Create the name of the property
Control: Select the property type
Once you've added all the properties needed to create the intake form, you will then go to the "Sequencing" tab
You can create a form by clicking on the plus icon or selecting any existing form in the "Form Name" dropdown.
When using an existing form, go to "Available Properties" and select the properties you want to add. Click the right arrow to move them to the Form Template. Once you have selected all the necessary properties, mark them as "Active" to ensure they appear on the form, designate any required fields, and then click "Save.
You can also click on "Generated Preview" to see what the form will look like.
