The Payment Intake Form
Your payment form is the intake form your clients will fill out to submit a payment through vcita. You can use it to collect contact details and provide a payment policy. After filling out the form, clients are automatically added to your Clients list.
Note: If a client starts a payment but abandons it, they will still be added as a new lead in your vcita account.
To edit Intake Forms:
- In your vcita account, navigate to Settings > Client Card & Forms.
- Switch to the Intake Forms tab.
- Expand the Payment Form tab to start adding client fields and policies.
For more on editing intake forms, refer to our intake form article.
Note: Logged-in clients won't have to fill in their personal details again.
Please sign in to leave a comment.