The Payment Intake Form
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:
- In your 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.