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Intake Forms

Add Forms to websites or social media and receive Bookings directly in Event Temple

Updated yesterday

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

  1. Go to Settings > Tools > Intake Forms.

  2. Click Add New Form.

  3. Name your form and click Create.

  4. Customize your fields and styling.

  5. Click Save.

  6. 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

📇 Contact Fields
First Name

Last Name

Email

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:

  1. Go to Settings → Tools → Intake Forms

  2. Click the Edit icon for the form

  3. Go to the Submit Settings tab

  4. Select a new User from the dropdown

  5. 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:

  1. Enable Auto Responder

  2. Select an Email Template

  3. 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!

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