The Intake Form is a tool designed for collecting information from potential new clients. You can fill it out in person or send the form link via text or email to your clients.
Below is a guide on how clients can submit their forms and how to organize the received submissions.
For how to set up an intake form, please refer to Intake Form Set Up
Share the intake form with your clients
🖥️ Desktop:
To share your intake form link from a desktop/web browser, go to the intake form > settings > share link, and send the link to your customer
📱App:
To share your intake form link from the app, go to settings > intake form > select the appropriate form. From here, you will be able to:
Send by email
Send by message
Preview the intake form page
Copy the intake form link
Once the intake form has been sent, the customer will be able to fill out the form and submit.
Once the client successfully submits the form, a submission success page will be displayed, featuring the message: "Thank you for your submission!"
Receiving and booking submissions
🖥️ Desktop:
To view intake form submissions and book clients on the desktop, please follow these steps:
Go to < Intake form > on the side menu
You will see a list of all of the submitted intake forms in the < Received submission > section.
Click on the submitted intake form that you want, and the customer information will pop up.
For new customers, click on < Create profile >, and a new profile will be created for both the pet and the pet owner.
Merge and override
For existing customers (with the same phone number and email), click on < Check existing profile >, and then click < Merge >.
The merge option will appear if the intake form has the same email address/phone number as an existing client.
Waitlist Option
After adding a new profile/merge, click on < Add to waitlist >, the profile will appear in the waitlist section.
Go to Appointments > Waitlist. Click on < Waitlist >, then select < View on Calendar > or < View Request List > to expand your waitlist to a detailed view.
Select the appropriate request, choose an available slot, and proceed to choose < Book now > to book the appointment instantly or make the appropriate adjustments to the request as needed before booking.
📱App:
To view intake form submissions and book clients in the app, please follow these steps:
Go to < Notifications > on the side menu
You will see a list of submitted intake forms in the < Form submission > section.
Click on the intake form submission that you want, and the customer info will pop up
For new customers, click on < Create profile >, and a new profile will be saved for both the pet and the pet owner
Select < Create & add to waitlist > to instantly add a client to the waitlist.
Merge and override
For existing customers (with the same phone number and email), click on < Merge existing profile >, and then click < Merge >.
The merge option will appear if the intake form has the same email address/phone number as an existing client.
Filters and Notification
Filter your intake forms
💡Please note: intake form submissions can only be filtered on the desktop version of MoeGo.
You can filter your intake form submissions by:
All
Added
Read
Unread
To filter the intake form submissions, select the < hamburger icon > on the right-hand side of the screen.
Intake form notification
🖥️ Desktop:
Once someone submits an intake form, a notification will appear on the < bell icon > in the top right corner of the desktop.
📱App:
Once someone submits an intake form, a notification will appear in the < notifications > section on the left side menu of the app.
FAQ
What information will be merged when a client resubmits the intake form?
By merging, any conflicts will be overridden, and new information will be added to the existing profile. New pets will be added as an additional pet profile. After you elect to < check existing profile > from the form submission, there will be a pop-up that will visualize for you the new information and conflicting information.