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Where Do The Questions on an Intake Form Come From?
Where Do The Questions on an Intake Form Come From?
Updated over a week ago

Related Questions:

  • I am updating Spaces but they are not having an affect on the Intake Form

  • How do I update the options on my Intake Form?

Answer:

Fields on an Intake form are called Elements. Each Element on an Intake Form is pulled from a Field within Event Temple. This could be a system field, such as a Contact First Name, or a Custom Field that has been created by your Organization.

When Editing an Element, you have the option to change the Label. The Label is the public-facing question that your customer will see:

To update details of an Element on an Intake Form such as Picklist options, the Custom Field will need to be edited, the changes will then automatically feed through to the Intake Form.

In the below example, the Element is using a Booking Custom Field called Catering, where I ask about Catering requirements:

If I would like to add another option, I must edit the Custom Field. Once this has been saved, it will automatically show on my Intake Form πŸŽ‰

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