Client Intake Forms: Collect your client's info and create client profiles AUTOMATICALLY
- Create client intake form(s) for your specific niches
- Nick has a 'general' travel intake form, one for destination weddings and one for cruises
- Feel free to make 1 or several.
- As your business grows, you can create more and/or modify your existing client intake forms
- Your forms will be found under the left-side menu under TEMPLATES, then FORMS
2 Lessons