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Settings & System Administrator Manual
Settings FAQ
How Can I Update the Fields on My Intake Form?
How Can I Update the Fields on My Intake Form?
Updated over a week ago

Related Questions:

  • How do I remove a field from my intake form?

  • Can I change the fields on the default intake form?

  • How do I add a new field to my intake form?

Answer:

  1. Go to Settings > Tools > Intake Forms

  2. Click the Edit button on the Intake Form you would like to make changes to

  3. Make sure you are on the "Fields" tab

Add

To add a new element, hover over the space above or below an existing element and click the "Add Element" button that appears. In the "Add New Element" window, enter in the information for a field or header and click "Save".

Edit

To edit an existing element, hover over the element you would like to change and click the pencil icon on the far right of the element. In the "Edit Input Field", "Edit Header", or "Edit Submit Button" window, enter in the updated information and click "Save".

Delete

To delete an existing element, hover over the element you would like to remove and click the trashcan icon. In the "Confirm" window, click OK if you are sure you would like to delete the element. Please note that this is a permanent action.

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