When someone submits an Intake Form from your website or social media, they’re automatically created as a Contact and Booking in Event Temple. Intake Forms are designed to capture the most relevant information upfront, including customizable fields to tailor the data to your workflow.
What Fields Can Be Added?
You can add fields related to:
Bookings
Contacts
Accounts
These are pulled from both system fields and custom fields. To show a custom field on your Intake Form:
The custom field must already exist in Event Temple.
It must be categorized correctly under Booking, Contact, or Account.
Available Fields
Available Fields
📇 Contact Fields
First Name
Last Name
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
📝 You cannot currently collect Event-specific fields (like Event Type or Expected Attendance) directly from the Intake Form.
What If I Want to Capture Event Info?
If you'd like to gather Event-related information like expected guest count, event type, or space preferences, the current workaround is to:
Create a Booking Custom Field that reflects the Event detail you want to collect.
Use internal workflows to transfer that information into the actual Event later.
Example: Create a custom field for “Preferred Space” under the Booking category. Once the form is submitted, your team can add that detail into the Event itself.
Field Editor Tips
In the Fields tab of the Intake Form editor, you can:
Add Headers (for visual structure)
Add Input Fields (tied to Booking, Contact, or Account)
Set fields as Required or Optional
Rename the Label shown on the form (e.g., translate or simplify)
Reorder fields using drag-and-drop
Edit or delete elements at any time
⚠️ If you add any Account-related fields, don’t forget to include an Account Name field. Without it, guests won't be able to submit the form.
Bonus: Avoiding Duplicates
If a guest uses the same email as an existing Contact in your CRM:
The new Booking will be linked to their existing Contact profile.
Contact-level fields will not overwrite existing data (this protects against accidental or malicious changes).