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Required field on intake form
Required field on intake form

Learn how to make fields on your intake forms required for the client to be able to submit the form.

Natasja Boivin avatar
Written by Natasja Boivin
Updated over 2 years ago

There are often certain client profile fields we would like filled out for all clients. You can set these fields to be required to be filled out on your intake/contact forms before a client is able to submit the form. In this example we are making the client's First Name, Email, Due Date, and Birth Location required fields.

Changing a field to be a required field

  1. Select the form you want to edit

  2. In the form editor, click on a field you want to make a required field.

  3. On the right-hand toolbar, toggle Required*.

  4. Click SAVE.

  5. Repeat the process for each field you want to make a required field.

  6. Before closing the form, click SAVE FORM.

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