Choosing the Login Method for Your Public Forms

When using a form's public URL in your website or office tablet, IntakeQ asks for your client's name and email address in order to start the intake. However, there are situations where a client does not have an email address, or simply prefers not to share it.

If this happens frequently in your practice, you can enable a setting that will give your client the option to provide a phone number instead of an email address. With a phone number, IntakeQ is still able to send the client an access code in case they log out before submitting the the intake. The phone number will also serve as part of the unique client identifier, along with their name.

Allowing Phone Number Instead of Email

To enable the setting that allows your clients to start an intake by providing their phone number instead of their email address, follow the steps below:

  1. Navigate to "More > Settings".
  2. Go to the "Settings" tab.
  3. Locate the field "Public Form Login Method" and select the option Require Email or Phone Number.
  4. Click on "Save" or wait for it to auto-save.

Once the setting is changed, your public form login page will look like the image below:

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