🎥 Watch the Intake Forms Masterclass for a walkthrough.
Intake Forms let you capture inquiries directly from your website, social media, or QR codes. When a guest submits a form, Event Temple automatically creates a Contact, Account, and Booking so your team can respond quickly and never miss a lead.
🔐 Note: Chain Admin permissions are required to create or edit Intake Forms within a Chain.
Create an Intake Form
Go to Settings → Tools → Intake Forms
Click Add New Form
Enter a Form Name
Click Create
Customize the form
Click Save
Embed the form on your website or share it using the direct link or QR code.
Customize Your Intake Form
Intake Forms are fully customizable, allowing you to collect only the information you need.
Within the Fields tab you can:
Add Contact, Account, and Booking fields
Add section headers
Rename field labels
Mark fields as required or optional
Add Contact, Account, or Booking Custom Fields
Use dropdowns, checkboxes, and text fields to collect information such as:
Preferred room
Number of attendees
Preferred time slot
Tip: Shorter forms typically receive more submissions.
Available Fields
Contact Fields
First Name
Last Name
Email
Phone Number
Comment
Contact Custom Fields
Account Fields
Account Name (required when using Account fields)
Comment
Account Custom Fields
Booking Fields
Booking Name
Start Date
End Date
Booking Type
Referral Source
Comment
Booking Custom Fields
Prevent Duplicate Contacts
If a submission uses an email address that already exists:
The new Booking is linked to the existing Contact.
Existing Contact information is not overwritten.
This prevents duplicate Contacts and protects existing CRM data.
Capture Event Information
Event-specific fields (such as Event Type or Expected Attendance) cannot currently be added directly to Intake Forms.
Workaround
Create a Booking Custom Field instead.
For example:
Preferred Space
Number of Attendees
Preferred Time Slot
After submission, transfer this information to the Event as needed.
Submit Settings
Submit Settings determine what happens after a guest submits a form.
Confirmation Message
After submission you can either:
Display a custom Thank You message
Redirect guests to another webpage
You can also pass the guest's name and email through the redirect URL for personalized tracking.
Booking Assignment & Notifications
Each submission automatically creates a Booking that is assigned to:
A User
A Booking Stage
You can also notify additional team members by email.
Change the Assigned Booking Stage/User
Go to Settings → Tools → Intake Forms
Edit the Intake Form
Open Submit Settings
Select a new Booking Stage or User
Click Save
Changing the assigned User will:
Update the Form Owner
Automatically add their email address to notification emails
Auto Responder
Automatically send an email after a guest submits a form.
Enable Auto Responder
Select an Email Template
Optionally set a delay
The email is sent from the assigned User's connected email account.
If that email account becomes disconnected, the Auto Responder will stop sending and a warning will appear on the Booking.
Prevent Spam Submissions
To help reduce spam and automated form submissions, enable Google reCAPTCHA on your Intake Form.
Enable reCAPTCHA
Go to Settings → Tools → Intake Forms
Edit the Intake Form
Open the Fields tab
Select the Submit Button
Enable Show reCAPTCHA
Click Save
While reCAPTCHA cannot eliminate all spam, it significantly reduces automated submissions.