Send an Intake Form
This article explains how to send an Intake Form to a client. Add personalized instructions to your form and check its status after sending.
Send the Intake Form
- Navigate to My Dashboard.
- Click Send Form to Client.
- Select the form you wish to send from the Intake Form dropdown menu.
- Type the client’s Name and Email. If the client is already in the system, their name and contact information will populate in a dropdown. See related article Add a Client if needed.
- In the Send to Client dropdown menu, select Email or SMS to dictate how the form will be sent to the client.
- Add Instructions for the client; this is optional. The instructions will display above the first question of the Intake form.
- Click Send Form.
Confirm the Status
- Return to My Dashboard.
- Look in the Pending Forms pane; if the form sent successfully you will see it listed there. Your action will be recorded under Latest Account Events as well.
- To view the status of the form, go to Lists.
- Select Intakes.
- Search by client name or review the list of recent activity.
- Note the Status and Completed columns for the form.