Step 2 – Create a new form

Step 2 of our step-by-step guide on how to create your very own Intake form

Brendan Kilfoil avatar
Written by Brendan Kilfoil
Updated over a week ago

Step 2 – Create a new form

Add a new form:

Tap on "Add form" to add a new form. As the example form we're going to use includes both intake-related questions and policies, go ahead and choose "New intake & consent form"

What this does is create a new form for you with a few questions already added to give you a head start (don't worry, we'll show you how to add, modify, or remove these later). At this point the form lives only within your account portal online in an "unpublished" state, meaning it doesn't yet exist on your iPad. We'll explain more about that later.

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