How to Create Client In-Take Form

Created by Kruthika Krishna, Modified on Wed, 20 Nov, 2024 at 7:49 PM by Kruthika Krishna

To Create the Client Intake Form,

Go To - Settings - Go To - Others - Click on Intake form.

Click on the Enable Customer intake form.

You can print all your terms and conditions in the form. This also ensures that customer clearly understands the rules.

Giving an estimate to the customer and getting his/her signature on it will ensure that the customer won't bargain later.

If you give us your terms and conditions we will upload it for you in the templet