Intake Forms
How they works
1.
Create a New Form
Use the AgencyAccess dashboard to build your custom intake form.
2.
Customize the Fields
Add fields for account information, goals, preferences, or anything else you need.
3.
Send and Collect Responses
Share the form link with clients, and responses are automatically saved to your dashboard.
FAQs
General Information
Integrations
Security
Subscription
Customization
Onboarding
Support