Your payment form is the intake form your clients will fill out to submit a payment through the platform. 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. 

To edit Intake Forms:

1. In your account, navigate to Settings > Client Card & Forms. 
2. Switch to the Intake Forms tab.
3. Expand the Payment Form tab to start adding client fields and policies.

 For more on editing intake forms, refer to our intake form article.