Want an easy way to appear more professional and weed out bad clients? Here are the basics of implementing a client intake form on your website.
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Transcript: Hello today I am going to be talking to you guys about how to use Google Forms to set up a client intake form for your business so if you are a designer or a web developer or a graphic designer or anyone offering some type of similar service you probably have a process you use to gather information from your clients or your potential clients about their project their preferences what they are looking for from you and so on and so forth a lot of established businesses or people who really have their together have these forms embedded in their website and if you do already that's great and you probably don't need to watch this video but I am going to show you a super low thigh way to do this today if you don't have it embedded in your website or maybe you don't have a website or maybe for whatever reason you have a client who needs to fill out this form in a different way so I up until now have been using Google Forms to do this for my own business because I don't yet have a form on my website because my... See more →
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Transcript: Has this ever happened to you when you're filling out a form that someone else created in Word while word forms may look good if they don't behave well when you fill them out they can cause frustration on the part of the form filler and perhaps even incorrect data for you to create great forms in word first you'll need to add the developer tab on the file tab we'll choose options and then customize ribbon just click the checkbox next to the developer tab it should be the only one unchecked if it's not already added to your ribbon you won't need most of what's here we're just going to be using some of the buttons in the controls group on the insert tab I'm going to choose table and then convert text to table that gets our data in a more organized format it's a little easier to work with in a table you now we can start putting in our form fields on the Developer tab in the controls group click on the plain text control that's this one here if you choose the other text button rich text control it'll will allow foreign fillers to... See more →
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Transcript: Hi this video is shows the steps to create an intake form in acuity and how to link that intake form to your appointment types so you go into business settings intake form questions so here is where you create a new intake form so I'm going to create a new form here and I'm gonna call this additional health questions for example so this we can put a description gathers additional information from contact prior to appointment so now the only thing we have here is the form name and a description but we don't it's not really collecting an information right now so here is where you can decide what type of information you want to you want to get from your contact and they can be in a text format where they type or it can be multiple lines of text or it can be a drop down list and you drag these types of questions to your form so I'm gonna put one here for example here is yeah let's say how old are you and this is a required field and it's a single line of text and this has been added to the form... See more →
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