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Intake Form Workshop

Looking for something specific? You can use this icon in the bottom right-hand corner of the video to skim through the video chapters.

Join Alex as he takes you on a deep dive into Intake Forms!

This session is full of tips, tricks, and little nuggets of gold, so grab a beverage ☕ or a snack 🍎 and get ready to follow along.

🆕 Since Alex put on this workshop, Intake Forms have gotten even better. You can now easily and securely collect your client’s Insurance Information and Credit Card info*. And, Jane will now automatically send an email reminder to clients with an incomplete (not started, or in progress) Intake Form 24 hours before their appointment.

*This feature is available for Jane Payments users in 🇨🇦 Canada and 🇺🇸 the US. If you’re not signed up yet, you can learn more about Jane Payments and get all set up when you’re ready!

Looking for more on Intake Forms?

You can check out these great guides:

As always, if you get stuck on anything, don’t hesitate to give us a call, email, or chat!

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