Skip to main content

Intake Forms – Agency Handy

Written by Orvi Das
Updated over 10 months ago

Use intake forms to collect essential client details before starting any project. This ensures clarity, better communication, and smoother onboarding.

Key Features:

  • Add fields for project requirements, deadlines, budgets, and more

  • Choose field types: dropdowns, file uploads, dates, checkboxes

  • Create forms directly after a service or from the Forms section

Forms can be saved, tested, and linked to services for seamless order intake.

Did this answer your question?