Create an intake form and share its link

An intake form is a public page for your firm that a prospective client fills in without an account. Every response creates a contact and a new lead in the leads pipeline.

Create a form

1. Go to Settings, then Intake forms.
2. Press New form.
3. Enter the Form name (for example, Consultation request) and an Intro text shown above the form.
4. Choose the Specialty that is recorded on the lead when the client does not pick a kind of problem.
5. Edit the Form fields: your first form starts from a ready template (name, mobile, email, kind of problem, problem description, urgency). Reorder with Up and Down, Add field, Remove, and mark a field Required.
6. Press Create form.

Field types: Short text, Long text, Mobile, Email, National ID / Iqama / CR, Date (Hijri & Gregorian), Dropdown, Yes / No. The File upload type is marked Coming soon and does not work yet.

Share the link

In the forms list each form has a Share link: Copy link or Share via WhatsApp. Visitors can switch between Arabic and English.

Pause and delete

Pause makes visitors see "This form is closed"; Activate brings it back. Delete form removes it with its responses; contacts and leads already created stay.

Who can, and the limit

Owners and partners only. The Free plan includes one intake form; after that you see "You've reached the intake-forms limit". See Reaching a plan limit.