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Articles on:Requests
Learn how requests work in Zendo: request types, messages and notes, request archiving, and intake forms for collecting client information and feedback.

Categories

  • Team & Clients Management
  • Client Portal Management
  • Selling Services
  • Customization
  • Requests
  • Plans & Billing
  • Integrations
  • Privacy & Security
  • Request types
    Learn what request types are in Zendo and how to use them to handle different client inquiries with dedicated request forms, automations and use cases.Featured
  • Messages And Notes
    Learn how to send, edit and delete messages and internal notes in Zendo requests to communicate with your clients and your team, all in one place.Few readers
  • Requests
    Learn what requests are in Zendo, how clients submit them, what subscription requests are, key request features, who can interact with them and filters.Few readers
  • Request Archiving
    Learn how to archive requests in Zendo to keep your workspace tidy, find archived requests later, and restore them whenever you need to resume work.Few readers
  • Intake Forms Settings
    Learn how to create, customize, send and embed intake forms in Zendo to collect client information and feedback, from field types to the client's view.Few readers
  • Intake Forms Use Cases
    Table Of Contents Examples Benefits of Intake Forms Intake forms are customizable digital forms you can share with clients to collect specific information relevant to a service, project, or request. They include a variety of input fields, such as text boxes, dropdown menus, checkboxes, tiles, file upload options, and more. These forms can be tailored to match your service or project-type requirements. ![](https://storage.crisp.chat/userFew readers

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