Intake Forms Settings
Roles that can manage Client Portal sidebar: Owner, Admin, Manager
Gather information about your clients and their projects, or send satisfaction surveys to collect feedback. Discover how intake forms can empower your processes—explore more in this article!
Table Of Content
- How to Create an Intake Form
- Intake Form Settings
- General Settings
- Form Customization
- Form Submission
- Adding New Fields
- Saving The Intake Form
- Sending The Intake Form
- Embedding The Intake Form
- Client POV
How to Create an Intake Form
To create a new intake form:
- Select the “Intake forms” tab from the left sidebar,
- On the Forms page, click the “Create form” button in the top right corner.
Intake Form Settings
The form editor is divided into two sections:
- The central area, where you can add new fields and rearrange their order,
- The sidebar on the right, which contains options for both the entire form and the selected field.
General Settings
- In the Form settings section, fill out the Title field. You can also update the Form URL to customize the link name for the form
- Enable the "Unregistered users can submit" option if you want to allow unregistered clients to fill out the form,
- Choose whether clients can submit the form unlimited times or only once.
Form Customization
In this section, you can personalize:
- The logo placement, or you can hide it.
- Name, colors & position of the "Submit" button,
- The background under the form (color or image). If you use an image with a transparent background, the set background color will be visible.
Form Submission
Choose what happens after the form is submitted:
- Thank you page: Redirects the client to a page with your custom message,
- Redirect to URL: Redirects the client directly to a specified web address.
Adding New Fields
To add a new field:
- Select "Add new form field" in the central area of the editor
- Choose a field type from the dropdown menu. Fields in intake forms in Zendo consist of:
- After adding a field, the Form settings sidebar updates to show field-specific options, which vary based on the field type
- Rearrange fields by dragging and dropping them to the desired position. To align fields side-by-side, select the Field size option and choose Half-width
- To delete a field, click the trash icon in the top-right corner of the field.
Saving the Intake Form
- To save the form, click Save & publish in the top right corner. Published forms can be shared with clients.
- If you’re not ready to publish, click the chevron next to the button and select Save as draft to continue editing later.
- To undo unsaved changes and revert to the last saved version, select Discard changes.
Sending the Intake Form
- Go to the forms table and locate the form you want to share.
- Choose one of two options:
- Copy URL: Copies the form link, which you can paste into a message or request,
- Send: Opens a popup where you can select one or multiple clients or organizations to send the form directly to their dashboard.
✨ Note: Forms sent via Copy URL are accessible only through link shared in the message. Forms sent via Send will appear in the client's dashboard and form's table
✨ Note: Form sent to Organization(s) is available to submit for every member of organization:
- Copy URL: Members of the organization can click the link in the message.
- Send: Each member of the organization will see the form displayed on their Dashboard and form's table.
- Client responses are collected in the Responses tab, where each submission is displayed as a separate entry.
- Files sent by the client via the form will be also added to Client's folder in the Files table.
Embedding The Intake Form
To embed an intake form:
- Go to the Intake Forms table.
- Click on the Show more icon next to the form you want to use, and open the menu. Ensure the form is published, as only published forms can be embedded.
- Select the Embed Form option.
- A popup will appear, where you can click the Copy button to copy the embed code.
Client POV
Forms sent via Send appear in the client’s dashboard and in their Forms table, client will also get the notification and an email.
Clients can:
- Submit a response,
- Preview forms,
Updated on: 22/01/2025
Thank you!