How Do I Send an Intake Form to a Client?

To send an intake form to a client, follow the steps below:

  1. Log in to IntakeQ.
  2. On the dashboard, click on the big orange button named "Send Form to Client".
  3. Select the appropriate form from the dropdown list.
  4. Type the client’s name and email.
  5. Optionally, you can add a note to your client. This note will be displayed above the first question of the intake form.
  6. Click on "Send Form".

That’s it. You’ll be notified when your client completes the form.

If you need to see the form you just sent, click on "Lists > Intakes" and search for the client name.

You can also send forms automatically via your booking widget, through the Secure Messaging System, through scheduled forms before/after an appointment, by adding forms to your website, or by placing a link to forms on an iPad/tablet device.

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