Skip to main content

Understanding and Managing Required Fields on Intake Forms

Learn how to manage required fields on Intake Forms, prevent common submission errors, and ensure Bookings, Contacts, and Accounts are created correctly.

Updated over a week ago

Intake Forms require certain fields to be filled to successfully create Bookings, Contacts, or Accounts. If a required field is missing, guests may see notifications like:

  • "Last Name Can't Be Blank" – A Contact First or Last Name field must be included for the form to submit.

  • "Event Name Can't Be Blank" – The Booking Name must be generated from a Booking Name field, a Contact Name, or an Account Name.

  • "Name is Required" / "Name Cannot be Blank" – An Account Name field is required when collecting Account information; other Account fields cannot be submitted without it.


To make a field mandatory:

  1. Go to Settings → Tools → Intake Forms.

  2. Hover over the form and click Edit.

  3. Under the Fields sub-tab, click the Edit icon on the field you want required.

  4. Select the Required checkbox and save the field.

  5. Save the Intake Form.

Adding the appropriate mandatory fields ensures the form can be submitted successfully and avoids system notifications.

Did this answer your question?