{"id":4368,"date":"2025-03-13T03:29:50","date_gmt":"2025-03-13T03:29:50","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/?page_id=4368"},"modified":"2026-10-27T06:23:21","modified_gmt":"2026-10-27T06:23:21","slug":"how-do-i-send-my-new-client-forms","status":"publish","type":"page","link":"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/","title":{"rendered":"How do I send my new client intake forms?"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"4368\" class=\"elementor elementor-4368\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ac6afdc elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ac6afdc\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4ee9699\" data-id=\"4ee9699\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f065c15 elementor-widget elementor-widget-text-editor\" data-id=\"f065c15\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>To send your client form link to your prospective clients, you\u2019ll want to tap the menu (three horizontal lines icon in the upper left corner of your Home screen), and then on the Client Intake Forms heading. Copy the link from there!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-35ae3f9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"35ae3f9\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0fc4721\" data-id=\"0fc4721\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3720581 elementor-widget elementor-widget-image\" data-id=\"3720581\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"640\" height=\"1388\" src=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0863-768x1665.jpg\" class=\"attachment-medium_large size-medium_large wp-image-4371\" alt=\"SimplyWise Cost Estimator Menu\" srcset=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0863-768x1665.jpg 768w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0863-138x300.jpg 138w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0863-472x1024.jpg 472w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0863-709x1536.jpg 709w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0863-945x2048.jpg 945w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0863-scaled.jpg 1181w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ca46051 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ca46051\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4e0b637\" data-id=\"4e0b637\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-685d10a elementor-widget elementor-widget-image\" data-id=\"685d10a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"640\" height=\"1388\" src=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0864-768x1665.jpg\" class=\"attachment-medium_large size-medium_large wp-image-4372\" alt=\"SimplyWise Client Intake Forms\" srcset=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0864-768x1665.jpg 768w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0864-138x300.jpg 138w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0864-472x1024.jpg 472w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0864-709x1536.jpg 709w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0864-945x2048.jpg 945w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/IMG_0864-scaled.jpg 1181w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>To send your client form link to your prospective clients, you\u2019ll want to tap the menu (three horizontal lines icon in the upper left corner of your Home screen), and then on the Client Intake Forms heading. Copy the link from there!<\/p>\n","protected":false},"author":3,"featured_media":4352,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_yoast_wpseo_focuskw":"send my client intake forms","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"How to send your client intake forms in SimplyWise: open the menu, grab your client form link, and send it to new and prospective clients.","_yoast_wpseo_canonical":"","inline_featured_image":false,"notes":"","footnotes":""},"categories":[],"tags":[],"class_list":["post-4368","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How do I send my new client intake forms?<\/title>\n<meta name=\"description\" content=\"How to send your client intake forms in SimplyWise: open the menu, grab your client form link, and send it to new and prospective clients.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I send my new client intake forms?\" \/>\n<meta property=\"og:description\" content=\"How to send your client intake forms in SimplyWise: open the menu, grab your client form link, and send it to new and prospective clients.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/\" \/>\n<meta property=\"og:site_name\" content=\"SimplyWise Cost Estimator\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-27T06:23:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-12-at-9.52.59\u202fPM.png\" \/>\n\t<meta property=\"og:image:width\" content=\"702\" \/>\n\t<meta property=\"og:image:height\" content=\"701\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/how-do-i-send-my-new-client-forms\\\/\",\"url\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/how-do-i-send-my-new-client-forms\\\/\",\"name\":\"How do I send my new client intake forms?\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/how-do-i-send-my-new-client-forms\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/how-do-i-send-my-new-client-forms\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/Screenshot-2025-03-12-at-9.52.59\u202fPM.png\",\"datePublished\":\"2025-03-13T03:29:50+00:00\",\"dateModified\":\"2026-10-27T06:23:21+00:00\",\"description\":\"How to send your client intake forms in SimplyWise: open the menu, grab your client form link, and send it to new and prospective clients.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/how-do-i-send-my-new-client-forms\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/how-do-i-send-my-new-client-forms\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/how-do-i-send-my-new-client-forms\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/Screenshot-2025-03-12-at-9.52.59\u202fPM.png\",\"contentUrl\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/Screenshot-2025-03-12-at-9.52.59\u202fPM.png\",\"width\":702,\"height\":701,\"caption\":\"SimplyWise Cost Estimator App\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/how-do-i-send-my-new-client-forms\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How do I send my new client intake forms?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/\",\"name\":\"SimplyWise Cost Estimator\",\"description\":\"Blog\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#organization\",\"name\":\"SimplyWise Cost Estimator\",\"url\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/simplywise-logo-512x512-1.png\",\"contentUrl\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/simplywise-logo-512x512-1.png\",\"width\":512,\"height\":512,\"caption\":\"SimplyWise Cost Estimator\"},\"image\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.crunchbase.com\\\/organization\\\/simplywise\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How do I send my new client intake forms?","description":"How to send your client intake forms in SimplyWise: open the menu, grab your client form link, and send it to new and prospective clients.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/","og_locale":"en_US","og_type":"article","og_title":"How do I send my new client intake forms?","og_description":"How to send your client intake forms in SimplyWise: open the menu, grab your client form link, and send it to new and prospective clients.","og_url":"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/","og_site_name":"SimplyWise Cost Estimator","article_modified_time":"2026-10-27T06:23:21+00:00","og_image":[{"width":702,"height":701,"url":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-12-at-9.52.59\u202fPM.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/","url":"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/","name":"How do I send my new client intake forms?","isPartOf":{"@id":"https:\/\/www.simplywise.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/#primaryimage"},"image":{"@id":"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/#primaryimage"},"thumbnailUrl":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-12-at-9.52.59\u202fPM.png","datePublished":"2025-03-13T03:29:50+00:00","dateModified":"2026-10-27T06:23:21+00:00","description":"How to send your client intake forms in SimplyWise: open the menu, grab your client form link, and send it to new and prospective clients.","breadcrumb":{"@id":"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/#primaryimage","url":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-12-at-9.52.59\u202fPM.png","contentUrl":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-12-at-9.52.59\u202fPM.png","width":702,"height":701,"caption":"SimplyWise Cost Estimator App"},{"@type":"BreadcrumbList","@id":"https:\/\/www.simplywise.com\/blog\/how-do-i-send-my-new-client-forms\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.simplywise.com\/blog\/"},{"@type":"ListItem","position":2,"name":"How do I send my new client intake forms?"}]},{"@type":"WebSite","@id":"https:\/\/www.simplywise.com\/blog\/#website","url":"https:\/\/www.simplywise.com\/blog\/","name":"SimplyWise Cost Estimator","description":"Blog","publisher":{"@id":"https:\/\/www.simplywise.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.simplywise.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.simplywise.com\/blog\/#organization","name":"SimplyWise Cost Estimator","url":"https:\/\/www.simplywise.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.simplywise.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/08\/simplywise-logo-512x512-1.png","contentUrl":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/08\/simplywise-logo-512x512-1.png","width":512,"height":512,"caption":"SimplyWise Cost Estimator"},"image":{"@id":"https:\/\/www.simplywise.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.crunchbase.com\/organization\/simplywise"]}]}},"_links":{"self":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/pages\/4368","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/comments?post=4368"}],"version-history":[{"count":11,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/pages\/4368\/revisions"}],"predecessor-version":[{"id":13376,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/pages\/4368\/revisions\/13376"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/media\/4352"}],"wp:attachment":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/media?parent=4368"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/categories?post=4368"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/tags?post=4368"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}