Intake forms

Create a form

1. Go to Settings → Intake forms and click New form.
2. Name it after what it's for, for example "SAT prep enrollment", and add a short intro if you like.
3. Add your questions. Name, email and phone are always asked, so you only add the rest: grade level, subjects, preferred days, goals.
4. Keep Accept submissions on and save.

Question types

Each question can be marked Required and moved up or down. Answer types:

• Short text and Long text, for names of schools or a few lines about goals.
• Number and Date, for age, grade or exam date.
• Dropdown, with your own options (up to 30), for subject or level.
• Checkbox, for a yes or no question such as "Has a learning plan at school".

Tag leads automatically

Tags added to the form go on every submission, for example sat and fall-2026. Tag rules add a tag when an answer matches exactly: "Subject = Math → math". A lead can carry up to 10 tags, and you can filter the pipeline by them.

Share or embed the form

Click Copy link to send the form by email, WhatsApp or in your social bio. To show it on your own site, use the intake form snippet described in Website widget. Forms are protected against spam with reCAPTCHA.

What happens after a submission

The family's details and answers appear as a new lead in your pipeline, with its tags. When you convert the lead into a student, answers to questions set to Copy to student field are copied into the student's custom fields, so you don't type them twice. If you use webhooks, a lead.created event is sent too.