Intake Form Submissions
5 min
Intake form submissions make it easy to collect and keep track of important information from your clients, like health waivers, consent forms, or event agreements. You can review each client’s submission and manage their forms to ensure you have all the documentation you need.
Form submissions connect directly to your contacts, making it simple to keep everything organized. Below, learn how this connection works and discover tips to help things run smoothly.
Important:
By using the Intake Forms app, you acknowledge that Wix is not responsible for any damages or losses arising from its use. You are solely responsible for verifying the app’s accuracy before use. Take the time to understand how the app works, including how waivers are assigned and tracked, and always manually check submissions before serving clients to prevent missing or incorrect forms.
How are form submissions linked to contacts?
What if there are multiple contacts with the same email address?
What happens if a submission has the same email as a contact, but different phone details?
What if a form is submitted with the same email as an existing contact, but with a different name?
What happens if the person submitting the form is logged in as a site member?
How can I avoid issues with duplicate or mismatched contacts?
Where can I see if a client is missing an intake form?
next to the client's name.
How can I manually review form submissions?
next to the relevant form.Can I view and manage intake form submissions in the Wix app?
at the bottom.