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Sharing your Intakes Link

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After setting up your intakes page to collect all of the appropriate information you will want to share this with your prospective clients.

Getting your Intakes Link

To access your unique intakes link, please take these steps:

  1. Navigate to Settings -> Online Intake Configuration
  2. Locate the link in the lower right



  3. Click the link icon to copy it to your clipboard


    or, select the text in the box and copy it

Sharing your Link

Your unique link can be shared directly by adding it to your social media accounts, email or by adding it onto your website. 

If you are adding it somewhere that allows html, you can include the following for a link like this.

<a href='Your link here'>Click here to complete our intake form!</a>
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