You can customize your intake form by going to Setup > Intake Form Settings and then choosing the Customize Intake Form tab.
We start you with our default intake form. While you cannot remove our default questions, you can choose to hide them from your form. To hide a question, click the green switch to turn it off - it will turn grey. (Questions that have a lock icon cannot be hidden).
To add a custom question, click the Add question link under the section you would like to add the question. Type your question and choose your response type:
- Multiple choice (choose 1)
- Multiple choice (choose any)
- Short answer
- Long answer
- Date (select from calendar)
- Date (select from drop down)
You can also order your questions by dragging and dropping them. Note that the order of our default questions cannot be changed.