In order to add an intake form to a service, you just need to link the intake form fields with the service. Here’s how you can do it:
Quick Nav — (Settings → Intake Form → Mouseover on the field that you want to add to the intake form of a service → Click on the pencil-like edit icon that appears → In the ‘Update field’ panel, select the service to add this field → Click on ‘Update’ → Click on ‘Save Changes’)
- Log into the Appointy admin panel.
. - Click on the ‘Settings’ icon in the toolbar appearing on the left.
. - Go to the ‘Intake Form’ tab under the ‘Customization’ section.
. - In the ‘Intake Form’ window, mouseover on the field that needs to be added to a service and click on the pencil-like edit icon that appears.
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. - In the ‘Update field’ side panel, select the service(s) to which the field needs to be added.
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. - Click on the ‘Update’ button in the ‘Update field’ side panel and then on ‘Save Changes’.
Similarly, you can add other fields to the intake form of a service or create new fields if required.