The Apricot platform empowers administrators to create and manage external-facing intake forms, enabling individuals or agencies to self-refer into an organization's services. This webinar explores the Intake feature, explaining how it allows the creation of a client-facing version of a tier one form that, upon submission, generates a new participant record within Apricot. The presenter guides administrators through the process of building an intake form, including selecting the associated tier one form, customizing the field labels and instructions, and configuring the success and error messages displayed to the end-user.
The webinar also covers the ability to edit existing intake forms, highlighting the various icons and options available to administrators. Users can preview the client-facing form, publish or unpublish the form, and make necessary updates to the content and configuration. The presenter emphasizes the importance of ensuring all changes are saved and published to make them live, enabling organizations to continuously refine their intake process and provide a seamless referral experience for participants. Throughout the session, the speaker encourages administrators to leverage additional Bonterra training resources and customer support options to further enhance their Apricot intake form capabilities.
Building Your Intake Form Presentation Slides
