Add Fields to an Intake Form

Fields are the individual questions on an intake form. You add them while editing an intake template.

How to add a field

1. Click Intake in the sidebar.

2. Open an existing template or create a new one.

3. Click + Add Field.

4. Choose the field type. Common options include Short text, Long text, Date, Dropdown, and Checkbox. Select the type that best fits the information you need.

5. Enter a Label for the field. This is the question the client will see.

6. Optional: Mark the field as Required if the client must answer it.

7. Save your changes.

The updated template is ready to use immediately.

Reorder fields

Drag fields to reorder them within the form. Place the most important questions first.

Tip: Keep intake forms concise — ask only what you need at this stage. You can collect more details once the case is opened.

Related: Create an Intake Form · Send an Intake Form · View Intake Responses