---
title: "Manually sending an Intake Form"
slug: "manually-adding-an-intake-form"
updated: 2026-05-05T06:38:07Z
published: 2026-05-05T06:38:07Z
canonical: "support.bookingtimes.com/manually-adding-an-intake-form"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.bookingtimes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manually sending an Intake Form

This article assumes you have already created an Intake Form. Please refer to the following article for instructions: [Creating an intake form](/v2/docs/creating-an-intake-form#creating-an-intake-form).

You as an admin are able to manually add an Intake Form to a client record. Once added, you can present it to them in-person on a device/computer, or it can be emailed to them. Intake Forms can also be added to Email Templates, which you can then manually send to clients as needed.

## Manually adding an Intake Form to a client

### **Steps**

1. Navigate to the **Bookings** menu
  1. You may also do this directly from the Client Profile and skip to step 3 below.
2. Select the relevant booking ![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28458%29.png)
3. Select **New > Intake Form**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28459%29.png)

1. Select the Intake Form. Here you will have 2 options:
  1. Click **Give To Client** button. This will log you out and display the form to give to the client to complete.
  2. Click **Email Form** link. This will email the client the Intake Form and allow them complete it at their own pace.

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-WGUMYDS4.png)

#### **Intake Form as displayed to a client**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28462%29.png)

#### **Message after a client has completed and saved the form**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28463%29.png)

1. If it was completed in person by the client, log back into the system as an admin
2. If it was completed via email by the client, check the client record to view it
  1. Note: you can opt to raise an alert which appears on the Dashboard once an Intake forms is completed. This is set up on the Intake form in **Setup > Client CRM > Intake Forms > select the Intake Form >** check **Require Action** option.
3. (Optional) Make any adjustments to the form
4. Click **Save & Close**

![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28464%29.png)

---

## Adding an Intake Form to an email template

If you have an Intake Form that you are sending manually to the client, you may wish to add some additional text. To help automate this, you could create an email template, and then link in your Intake Form.

### **Steps**

1. Create an email template. Please refer to this article [Creating an email template](/v2/docs/creating-an-email-template)
2. In the body of the email template:
  1. Put your cursor to where you would like to link in the Intake Form
  2. Select the **Intake Form** drop down menu on the right hand side and select the Intake Form you wish to link in.
  3. A link to this form will now appear in the body of the email template. ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-K9984ABB.png)