How to create a client intake form

You can build a client intake form with the AI builder. It can ask for contact details, change its questions to fit the service your client picks, take a file, and email you each time someone fills it in.

#Build the form

1. Click Create Form in the sidebar.
2. In What do you want to make?, describe your form. For example: "A client intake form for a design studio. Contact details, project goals, which service they want, follow-up questions for each service, a reference file, and a required consent checkbox."
3. Read the draft. On Free, the AI writes the first 20 questions. You'll need to sign in before you publish.
4. To change a question, click it on the canvas. To add one, choose Add element below, pick it under Questions and click Add.

You'll want Short Text Input for a name and Email Input for an email. Use Multiple Choice · Select One for the service, and File Upload for a document or photo.

#Show questions that fit the service

1. Click the follow-up question and turn on Conditional visibility.
2. Set it to Show, then choose the answer that should reveal it.

You can add up to 5 rules to a question. They're joined with AND.

#Ask for consent

Add a Checkboxes question with one option, then turn on Required. Your client can't submit without ticking it.

On Free, a file can be up to 20 MB, and so can all the files in one submission together. A Free form can have 3 file upload questions. See File upload limits.

#Get an email for each response

1. Open the form's Settings tab and find Email notifications.
2. Turn on Self email notifications. Makeform emails your account address for each new client.

On Free, you get up to 5 of these emails an hour and 50 a day.

#What not to collect

Makeform's terms don't allow health records covered by HIPAA, government ID numbers or full bank account numbers, unless you have a separate written agreement with Makeform.

So leave those out of your intake form.