What Are Intake Forms?
Intake Forms let you capture inquiries directly from your website, social media, or QR codes.
When a form is submitted, Event Temple automatically creates a Contact, Account, and Booking, allowing your team to respond quickly and never miss a lead.
🔐 Note: Chain Admin permissions are required for Chains to create or edit Intake Forms.
Learn More About Intake Forms
🎥 Watch the Masterclass for a walkthrough!
Create an Intake Form
Go to Settings → Tools → Intake Forms
Click Add New Form
Enter a Form Name and click Create
Customize your fields and styling
Click Save
Embed the form on your website or share it using the link or QR code
Customize Your Intake Form
Intake Forms are fully customizable, allowing you to capture the most relevant details from potential guests.
In the Fields tab of the Intake Form editor, you can:
Add fields related to Contacts, Accounts, and Bookings
Organize the form visually with headers
Rename labels for clarity or translation
Mark fields as required or optional
Include Custom Fields linked to Contacts, Accounts, or Bookings
💡 Tip: Adding only the fields you truly need helps keep forms simple and encourages more submissions.
Available Fields
📇 Contact Fields
First Name
Last Name
Email
Phone Number
Comment
Any Contact Custom Fields
🏢 Account Fields
Account Name (required if adding any Account-related fields — guests can’t submit without it)
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 submits the form using an email that already exists in Event Temple:
The new Booking links to their existing Contact profile
Existing Contact data is not overwritten, preventing accidental or malicious updates
⚠️ This ensures your CRM remains accurate and prevents duplicate records.
Capture Event Information
Currently, Event-specific fields (like Event Type or Expected Attendance) cannot be collected directly through an Intake Form.
Workaround:
Create a Booking Custom Field to capture the desired Event detail (e.g., Preferred Space).
After submission, manually transfer that information into the Event record.
💡 Example: Add a Booking Custom Field named “Preferred Space.” Once the form is submitted, the team can enter that value in the Event.
Submit Settings
Submit Settings control what happens after a guest completes your form.
Confirmation Message
Customize the text displayed after submission, or redirect guests to another webpage.
Guests can:
See your Thank You message, or
Be redirected (useful for UTM tracking)
You can also pass the guest’s name and email through the redirect URL for personalized tracking.
Booking Assignment & Notifications
Every form submission creates a new Booking, automatically assigned to a specific User and Pipeline Stage.
You can:
Assign a User: The person responsible for new leads
Assign a Stage: Where the Booking should appear in the pipeline
Add Notification Emails: To alert additional team members when forms are submitted
How to Change the Assigned User:
Go to Settings → Tools → Intake Forms
Click the Edit icon for the form
Open the Submit Settings tab
Select a new User from the dropdown
Click Save
Changing the assigned User will:
Update the Form Owner
Automatically add their email address to the notification list
Auto Responder (Optional)
You can automatically send a follow-up email after a guest submits the form.
Enable Auto Responder
Choose an Email Template
Set a Delay (if desired)
📧 The email is sent from the assigned User’s connected email address.
⚠️ If that email disconnects, the auto-responder will not send — a warning will appear in the Booking notification.