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Module · 08
Client Intake
Replace scattered emails and DMs with a branded inquiry form. Prospective clients fill it out, submissions land in your dashboard, and you convert to a full workspace in one click.
Client Intake screenshot
Capabilities
Key features
01
Branded forms
Your logo, your colors, your domain. Clients see a professional intake experience that matches your brand.
02
Dashboard inbox
All submissions land in one place. Review event details, date preferences, budget range, and notes at a glance.
03
One-click conversion
Accepted an inquiry? Convert it into a full event workspace with all the details pre-filled from the form.
04
Custom fields
Add your own questions to the form. Collect exactly the information you need for your specific planning process.