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Customize your Intake Forms

Erin avatar
Written by Erin
Updated this week

To customize the way an intake form looks, click Customers > Intake Forms > Settings.
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Make adjustments and save.

Note: to test out the results, open a new tab and navigate to Customers > Intake Forms > click any form and click the link at the top of the form.

As you make changes in the Settings menu, refresh the intake form in the other tab to see these changes.

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