eDoula.biz does forms slightly differently that what you may be used to.
The client profile "fields" (as seen in the Client Info tabs) are closely tied to the forms you create. Essentially, you need to first create the fields in the Customizations of the client view, and then those become "available" in the Forms you create - you can create as many forms as you like, and all the "answers" will populate the client tab views. The recommended approach is to think carefully about the information you want to gather. The labels you use for those e.g. "Favorite Color" .. can be changed when you use that field in the form,.. eg. "What is your favorite color" .. so keep them short in the Customizations of the client (that's what you see) but expand in the form.
Once you have customized your client fields, you can create and edit forms here:
Select the intake form you wish to customize from the template gallery and click add. This will bring you to the form editor.
You can change or hide your logo by pressing the buttons under the existing logo
You can change the title and description by clicking on the title.
Adding or moving a section
You can add a new section by clicking anywhere it says "add new section here" and filling in the title and description.
All sections can be moved within your form by clicking the up and down arrows
New fields can be added by pressing the icon with the + and inputting the information
Adding a field to an existing section
New fields can be added by pressing the icon with the + and inputting the information, including the type of field you want to add (text, checkbox etc).
2. Press add
Moving or deleting fields within sections
You can move the fields within the section by clicking the icon with the dots shown below and dragging it to the new location\
Delete a field from the template by clicking the trash bin icon
Editing Labels
Clicking in the labels for any field will allow you to change the wording shown on the intake form. Please note, that it doesn't change the field type. For example, changing the field name of "middle name" to "email" will just change the wording displayed, but won't fill in the "email" section of the client profile
Editing dropdown options
To change the options shown in the dropdown menus, click on the field you want to edit and then click the yellow "add field in system" button. Press save when you are done.
Making a field required
If you want to make a field required, click on the field and then the required box, as seen above