How to create custom intake forms

To create a custom intake form, go to More > Intake Forms, then click Manage Forms > Create Form, and build your questions. You can add open-ended or multiple-choice questions, follow-up questions, and text fields.

🎥 Watch the video walkthrough here.

Create a custom intake form

1. Select More > Intake Forms from the navigation panel.
2. Click Manage Forms > Create Form.

3. Enter a title and intro message, then click Create Form.

4. Click the + to add a question. Use this button each time you add a question.

5. Type your question into the text box. Choose open-ended (clients type a free response) or multiple-choice (clients pick from set options).

6. For a multiple-choice question, click Add Answer. Check Allow multiple answers to let clients select more than one; leave it unchecked to limit them to a single answer.

7. Type your first answer in the text box.

8. Repeat steps 6–7 until you've added all answers.

9. Select Add text field to give clients an open response option. Label the field or leave it as "Other".

10. Select Add question and repeat for as many questions as you need.

Add a follow-up question

1. Click the + to add a question.
2. Type your question, then select the checkbox next to This is a follow up question. Use the dropdown menus to set when the question appears, and choose open-ended or multiple-choice.

3. Click Add Question. Repeat until your form is complete.

Tip: Delete or edit any question by clicking the icons under Actions.