Via an Intake it is possible to send a complete registration form to a client so that it is automatically added to your environment with the information that the client fills in for you.

This intake can include the following;

Client information - All personal details of the client. This is the same screen as what you would see if you added a client normally. The name and e-mail address will already be entered when creating the intake, and cannot be changed via the form.

You can also choose whether animals can be added directly at the intake. The client can then add up to 10 different animals. If it is indicated when making the intake, a report can also be added automatically for each animal. For example, you can attach an case history form that contains fields that are not available in the standard form.

Animal information - All information regarding the animal. This is the same screen as what you would see if you added an animal normally.

Report per animal - If indicated, a report will be added per animal at the intake. These contain exactly the same fields as what you indicated in the template.

At the end of the intake there is always a possibility for the client to add extra information, if he/she has any extra information available.

A client who is still busy with the intake is, despite the  label, fully available as a normal client. This means that agreements, reports and invoices can simply be made under the name of this client.

Create intake

To create an intake, go in the menu to 'Clients'. Here are two buttons at the top left; 'Add client' and 'Via intake'. Use the second button for the intake.

Here you can select what you need for your intake. A name and e-mail address is mandatory, because this is used for sending this intake.

Once everything has been filled in, and you have pressed 'Save', a screen will appear where you can choose how you want to send this intake.

When sharing this you get two important things; a unique link to this intake, and a corresponding personal code. These two are both required for the client to be able to complete these intake forms.