Learn how to fully customize and edit Intake Forms in Event Temple. Add, edit, reorder, or delete Booking, Contact, and Account fields. Capture event info via workarounds, set required fields, adjust styling, embed forms, and avoid duplicate Contacts.
How to Edit Your Intake Form:
Go to Settings → Intake Forms.
Select the form and go to the Fields tab.
Add Elements: Hover above/below an element, click Add Element, enter field info, and save.
Edit Elements: Hover over a field, click the pencil icon, make changes, and save.
Delete Elements: Hover, click the trashcan, confirm deletion.
Fields You Can Add:
Contact Fields: First/Last Name, Email, Phone, Comment, Custom Fields
Account Fields: Account Name, Comment, Custom Fields
Booking Fields: Start/End Date, Booking Name/Type, Referral Source, Comment, Custom Fields
Event-Specific Info:
Use Booking Custom Fields to capture event details and transfer via workflows.
📝 Event-specific fields (like Event Type or Expected Attendance) cannot currently be collected directly from Intake Forms.
Tips & Best Practices:
Use headers for visual structure
Set fields as Required or Optional
Rename labels for clarity or translation
Drag-and-drop to reorder
Avoid duplicate Contacts by linking new bookings to existing emails
⚠️ For Account-related fields, include an Account Name field to ensure submissions can be completed.