{"id":4908,"date":"2025-11-12T01:35:16","date_gmt":"2025-11-12T01:35:16","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/?post_type=ufaq&#038;p=4908"},"modified":"2025-11-12T02:46:48","modified_gmt":"2025-11-12T02:46:48","slug":"how-do-i-send-my-client-intake-forms-to-new-clients","status":"publish","type":"ufaq","link":"https:\/\/www.simplywise.com\/blog\/ufaq\/how-do-i-send-my-client-intake-forms-to-new-clients\/","title":{"rendered":"Client Intake Form: How do I send my client intake forms to new clients?"},"content":{"rendered":"<style>.ewd-ufaq-post-margin-symbol { color: #181c3f !important; }.ewd-ufaq-faq-title .ewd-ufaq-post-margin-symbol span { font-size: 20px !important; }.ewd-ufaq-faq-display-style-block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-display-style-border_block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-border_block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-header-title a { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-size: 20px !important; }div.ewd-ufaq-faq-title h3 { color: #181c3f !important; }div.ewd-ufaq-faq-post p { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-post p { color: #110e0e !important; }div.ewd-ufaq-author-date { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-category-title h2 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-size: 12px !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { padding: 10px !important; }.search-field {\r\n  width: 100% !important;\r\n  max-width: 900px !important;\r\n  margin-left: 0 !important;\r\n  margin-bottom: -20px !important;\r\n}\r\n.ewd-ufaq-faq-category-title {\r\n  display: none !important;\r\n}\r\n#ewd-ufaq-text-search {\r\n  width: 100% !important;\r\n  border-radius: 4px !important;\r\n  font-size: 18px !important;\r\n  box-sizing: border-box !important;\r\n  padding: 20px !important;\r\n}\r\n.ewd-ufaq-faqs {\r\n  margin-top: 0px !important;\r\n}\r\nul.ui-autocomplete {\r\n  display: none !important;\r\n}\r\n.ewd-ufaq-faq-div {\r\n  margin: 0 !important;\r\n  padding: 0 !important;\r\n}\r\n@media (max-width: 768px) {\r\n  h1.entry-title {\r\n    margin-top: 10px !important;\r\n    margin-bottom: 10px !important;\r\n    font-size: 30px !important;\r\n  }\r\n  \r\n  div.ewd-ufaq-faqs div h3 {\r\n    font-size: 18px !important;\r\n  }\r\n}<\/style><div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-distinct ewd-ufaq-category-tabs-\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='title' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='asc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/4908' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-4908-EkgCp789X9' data-post_id='4908'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >B<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tClient Intake Form: How do I send my client intake forms to new clients?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<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\n\n\n<p>Join us in the tutorial below to learn more about how to use the Client Intake Forms to gather details about your clients&#8217; project needs! <\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/HB8jDnIIrsg?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n\t<\/div>\n\n\t\n<\/div>","protected":false},"excerpt":{"rendered":"<p>B Client Intake Form: How do I send my client intake forms to new clients? 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 [&hellip;]<\/p>\n","protected":false},"author":7,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[14,15],"ufaq-tag":[43,21],"class_list":["post-4908","ufaq","type-ufaq","status-publish","hentry","ufaq-category-intake-forms","ufaq-category-cost-estimator","ufaq-tag-client-intake-form","ufaq-tag-estimator"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Client Intake Form: How do I send my client intake forms to new clients? - SimplyWise Cost Estimator<\/title>\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\/ufaq\/how-do-i-send-my-client-intake-forms-to-new-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Intake Form: How do I send my client intake forms to new clients? - SimplyWise Cost Estimator\" \/>\n<meta property=\"og:description\" content=\"B Client Intake Form: How do I send my client intake forms to new clients? 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. 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