Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Form Types
Order, Contact, Intake and Onboarding forms, and what each one creates.
Every form has a type. The type decides which fields you can add and what happens when someone sends it.
Overview
This guide explains the four form types.
Who Can Access
The Four Types
Step-by-Step Guide
Pick the type
In the builder, choose Order Form, Contact Form, Intake Form or Onboarding Form next to Form type. Changing the type of a saved form replaces its fields with that type’s template.
Use the right fields
Each type offers its own fields. Order forms have everything, including Service Select and Payment. Contact forms add contact and spam-protection fields. Intake and onboarding forms collect project details.
Intake and Onboarding for a Service
Assign an intake or onboarding form to a service with Assign to service in the builder. Each service can have one. The client fills it in from their portal after buying. See Service Intake Form.