Intake Forms can be fully customized to capture Booking, Contact, or Account information and tailored to your workflow. Submissions automatically create or update Contacts and Bookings in Event Temple.
To edit an Intake Form:
Go to Settings → Intake Forms.
Select the form you want to edit.
Use the tabs to make changes:
Fields – add, remove, or reorder fields.
Submit Settings – change where submissions are sent.
Styling – adjust appearance.
Embed – get code to embed on your website.
Click on a field to edit or drag to reorder.
Save your changes.
What fields can be added:
Contact Fields:
First Name, Last Name, Email, Phone Number, Comment
Any Contact Custom Fields
Account Fields:
Account Name, Comment
Any Account Custom Fields
Booking Fields:
Start Date, End Date, Booking Name, Booking Type, Referral Source, Comment
Any Booking Custom Fields
📝 Event-specific fields (like Event Type or Expected Attendance) cannot currently be collected directly from Intake Forms.
Capturing Event-related info workaround:
Create a Booking Custom Field for the Event detail you want to capture (e.g., “Preferred Space”).
Use internal workflows to transfer this information to the actual Event after submission.
Field Editor Tips:
Add Headers for visual structure.
Add Input Fields tied to Booking, Contact, or Account.
Set fields as Required or Optional.
Rename labels for clarity or translation.
Reorder fields using drag-and-drop.
Edit or delete elements at any time.
⚠️ For Account-related fields, include an Account Name field to ensure submissions can be completed.
Bonus – Avoiding Duplicates:
If a guest uses the same email as an existing Contact, the new Booking links to that Contact.
Contact-level fields do not overwrite existing data, protecting against accidental or malicious changes.