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Intake Forms

Create customizable Intake Forms to capture inquiries from your website or social media, automatically create Contacts, Accounts, and Bookings, assign leads, send notifications, reduce spam with reCAPTCHA, and automate follow-up emails.

đŸŽ„ 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, notifying your team immediately so you 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

  1. Go to Settings → Channels → Intake Forms

  2. Click Add New Form

  3. Enter a Form Name

  4. Click Create

  5. Customize the form

  6. Click Save

  7. 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.

On the Fields tab, you can build your Intake Form using two types of elements: Headers (where you can specify a label for visual division) or Input Fields.

  • Add Booking, Contact or Account specific fields

  • Rename the fields label if needed

  • Choose to mark it as a required

Use dropdowns, checkboxes, and text fields to collect information such as preferred rooms, attendee counts, or time slots. Learn more about Custom Fields

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

Limitations

Intake Forms do not currently support rich text, embedded images within the form itself, or clickable hyperlinks. If you need to provide downloadable resources (such as menus or PDFs), include the link on the webpage containing the form or in the email where you share the Intake Form.

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

  1. Go to Settings → Channels → Intake Forms

  2. Edit the Intake Form

  3. Open Submit Settings

  4. Select a new Booking Stage or User

  5. 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.

  1. Enable Auto Responder

  2. Select an Email Template

  3. 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

  1. Go to Settings → Channels → Intake Forms

  2. Edit the Intake Form

  3. Open the Fields tab

  4. Select the Submit Button

  5. Enable Show reCAPTCHA
    ​

  6. Click Save

While reCAPTCHA cannot eliminate all spam, it significantly reduces automated submissions.

Styling

Choose your Display Style: Embedded or Standalone.

Selecting the Standalone style allows you to add a header image directly to the form:

  • Full Width: The image scales horizontally to cover 100% of the screen width on any device (from phones to large monitors). Because the default height is set at 200px, taller images will automatically crop at the top and bottom to make the width fit; however, you can adjust the height as needed.

  • Scaled Width: The entire image scales proportionally so that all of its content remains fully visible without cropping. However, if the image isn't wide enough for the screen size, empty space or "bars" will appear on the sides.

Customize your form further with the following settings:

  • Page Background Color, Form Background Color, and Opacity

  • Text Color and Font Family

  • Submit Button Color

  • Field Style (Standard or Rounded)

  • Layout (Standard or Side-by-side)

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