Add the intake form to your website

To put your intake form on your own website, use Add to your site on the Intake Form settings page. It gives you an HTML snippet - an iframe pointing at your form - that you copy and paste into the page where you want the form to appear; most site builders have an "Embed code" or "Custom HTML" block for this.

You can adjust the width and height attributes to fit your layout. Preview opens the live form in a new tab so you can check it first. Save your form before sharing the snippet so visitors see the latest version.

Where to find it: Settings -> Intake Form, the Add to your site button

Related guides

• Intake form field types: standard and custom fields
• Build your intake form
• Where intake form submissions go after a client submits
• Add or edit a pricebook item
• Automate task statuses with Task Automations