How to create an Intake Form

Step 1: Click Automations from the side navigation

Step 2: Click Create New button

Step 3: Give your intake form a name

Step 4: Click Next button

Step 5: Select a listing or you can upload an image for the background image on your form

Step 6: Add questions to your form to qualify leads

Step 7: You can add Email & SMS follow ups to your form. See more in the tutorials section

Step 8: Click or Scan the QR code to test

Step 9: Enter information to test form