Intake Form
Edit the client intake form per program. Toggle fields Required / Optional / Hidden, add custom questions or website links, delete or reorder fields, and open a live preview on demand. Locked fields are required for identity verification and compliance — they can't be deleted or hidden. Deleted built-in fields can be brought back with "Restore default fields". Saved changes go live immediately.
/intake
12 fields · 6 required
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● Unsaved changes
What happens when a client submits?
1A new client record is created in the Onboarding stage
2The CSM is automatically assigned
3An Onboarding Kickoff task is added to the CSM board
4The submission is saved in the intake_submissions log
5Document uploads are stored securely in Supabase Storage