Customizing the General Intake Form

The General Intake Form is the form that we provide to get you started. It may already fully meet your needs, and if so, then you're good to go! If you'd like to make changes to it though, then the possibilities are endless!

To begin editing the General Intake Form, you can follow these steps:

1. Click Settings within your Business Profile
2. Click Forms & Documents within the list of settings
3. Click Options next to the General Intake Form
4. Click Edit

Note: you can also click the name of the form to enter the edit page

Making changes within the Form Builder

Once the form builder opens, you will see all the components that are currently included within the form. Components include things like text fields, checkboxes, radio buttons, etc. You can learn more about all of the components here: Overview of Form Components

To edit a component, you can follow these steps:

1. Hover your mouse cursor over the component you would like to change
2. Click Edit (gear icon)
3. Make changes the changes you would like
4. Click Save

To remove a component, you can follow these steps:

1. Hover your mouse cursor over the component you would like to change
2. Click Remove (X icon)

To move a component, you can follow these steps:

1. Hover your mouse cursor over the component you would like to move
2. Click Move 
3. Drag the component to the new location

To add a component to your form, you can follow these steps:

1. Click the component from the list on the right side of the page that you would like to add
2. Drag the to where you would like for it to appear in your form
3. Release your mouse to drop the component into your form
4. Customize the text and settings of the component
5. Click Save

You can learn more about each component here: Overview of Form Components