Intake forms settings

⚙️ Roles that can manage Client Portal sidebar: Owner, Admin, Manager

✨ Intake forms are available on Pro+ plans, but you can try them out on Essential plan.

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!

To create a new intake form:

1. Select the “Intake forms” tab from the left sidebar,
2. On the Forms page, click the “Create form” button in the top right corner.
   

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.
  

1. 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

2. Enable the "Unregistered users can submit" option if you want to allow unregistered clients to fill out the form,

3. Choose whether clients can submit the form unlimited times or only once.

Note: If you select the "Unlimited" option, you can send the form to a client, and after they fill it out, you can resend the same form, making it available for them to fill out again. If you choose the "Only once" option, sending a form to a client who has already completed it in the past will result in the form being locked for them.

In this section, you can personalize:

• The logo placement, or you can hide it.
  Note: the logo used in form is the one set up in the Client portal > White label > Logos > Desktop logo
• 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.

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.

To add a new field:

1. Select "Add new form field" in the central area of the editor

2. Choose a field type from the dropdown menu. Fields in intake forms in Zendo consist of:

• Decoration,
• Client Information,
• Basic,
• Choices,
• Pickers.

3. After adding a field, the Form settings sidebar updates to show field-specific options, which vary based on the field type

4. 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

5. To delete a field, click the trash icon in the top-right corner of the field.

1. To save the form, click Save & publish in the top right corner. Published forms can be shared with clients.

2. If you’re not ready to publish, click the chevron next to the button and select Save as draft to continue editing later.

3. To undo unsaved changes and revert to the last saved version, select Discard changes. 

2. 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.

3. Client responses are collected in the Responses tab, where each submission is displayed as a separate entry.

4. Files sent by the client via the form will be also added to Client's folder in the Files table.

To embed an intake form:

1. Go to the Intake Forms table.

2. 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.

3. Select the Embed Form option.

4. A popup will appear, where you can click the Copy button to copy the embed code.

Note: To embed the form on a website, you must add its domain under Workspace > General > Integrations > Allowed Embedding Domains.

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:

1. Submit a response,
2. Preview forms,