What are Intake Forms?
Intake Forms help you capture inquiries directly from your website, social media, or QR codes. When a form is submitted, Event Temple automatically creates a new Contact, Account and Booking — so your sales team can respond quickly and never miss a lead.
🧠 Did you know? 78% of sales go to the first responder.
Intake Forms help you get there faster.
Create an Intake Form
Go to Settings > Tools > Intake Forms.
Click Add New Form.
Name your form and click Create.
Customize your fields and styling.
Click Save.
Embed the form or share the link/QR code.
🔐 Chain Admin permissions are required for Chains to create or edit forms.
Customize your Intake Form
Intake Forms are designed to capture the most relevant information upfront, including customizable fields to tailor the data to your workflow.
In the Fields tab of the Intake Form editor, you can add input fields related to Contacts, Accounts, and Bookings.
To organize the form visually, group fields under headers, and rename labels to simplify or translate them as needed.
You can mark fields as required or optional, and include any custom fields categorized under Contacts, Accounts, or Bookings — helping you gather the exact information you need from your guests.
Available Fields
Available Fields
📇 Contact Fields
First Name
Last Name
Phone Number
Comment
Any Contact Custom Fields
🏢 Account Fields
Account Name (must be included if you add any Account-related fields, or guests won't be able to submit the form)
Comment
Any Account Custom Fields
📆 Booking Fields
Start Date
End Date
Booking Name
Booking Type
Referral Source
Comment
Any Booking Custom Fields
Avoid Duplicates!
If a guest uses the same email as an existing Contact in Event Temple:
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).
Capture Event Info
You cannot currently collect Event-specific fields (like Event Type, Expected Attendance or Space Preference) directly from the Intake Form. If you'd like to gather this type of information in your Intake Form, 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.
Submit Settings
When a guest submits an Intake Form, your Submit Settings control what happens next. Here's what to expect — and how to customize it.
This is the message that is shown after the form is submitted. Simply change the text to alter the message shown to the guest.
Confirmation Experience
Guests will either:
See your custom Thank You message
Or be redirected to a different webpage (helpful for UTM tracking)
You can include the guest’s name and email in the redirect URL to personalize the next page or track who submitted.
Booking Assignment & Notifications
Every form submission creates a Booking in Event Temple, assigned to a specific User and Pipeline Stage:
Assign a User: Choose which team member should receive new leads.
Assign a Stage: Choose where in the pipeline new Bookings should land.
Notification Emails: Add additional team members to receive alerts when someone submits the form.
How to Change the Assigned User:
How to Change the Assigned User:
Go to Settings → Tools → Intake Forms
Click the Edit icon for the form
Go to the Submit Settings tab
Select a new User from the dropdown
Click Save
Changing the assigned User will also:
Update the “owner” of the Intake Form
Automatically add that User’s email to the notification list
Auto Responder (Optional)
You can optionally send a follow-up email to the guest after they submit the form:
Enable Auto Responder
Select an Email Template
Set a Delay before the email is sent
📧 The email sends from the assigned User — make sure their email is connected!
⚠️ If their email disconnects, the auto-responder won’t send. A warning will appear in the Booking notification.
Learn More About Intake Forms
🎥 Watch the Masterclass for a walkthrough!