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How Do I Update Who Gets Notified On an Intake Form?
How Do I Update Who Gets Notified On an Intake Form?
Updated over a year ago

Related Questions:

  • Change the user on an Intake Form

  • How can I change my inquiry form

  • Redirect new inquiries to a different email

  • How do I change who the new lead/ inquiry email goes to?

  • If a user is deactivated, how can I remove them from the new lead notification emails?

  • How can I set the default assignee for Bookings that are created by the intake form?

Procedure:

The selected owner/assignee will automatically get the notification email. To update the assignee:

  1. On the left-hand side, click on Settings

  2. Select Tools

  3. Select Intake Forms

  4. Hover over the Name of the Intake Form & Click Edit

  5. Click on the Submit Setting sub-tab

  6. Select the user from the dropdown box

  7. Save your work

Additional Information:

Notify additional people by adding their email addresses by clicking +Add Notification Email

If you're using Zapier to link an Intake Form outside of Event Temple, you can edit the "Booking User" field in the relevant Zap.

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