How to Create and Edit a Hosted Intake Form

Note: This setting is only available to Administrator users.

Having a client intake form directly on your website can significantly boost your lead generation efforts and can reduce your manual entry burden. Follow these steps to embed a client intake form on your website:


1) Navigate to the Hosted Intake Form setting

  1. Click the Settings Cog
  2. Choose Settings
  3. Choose Agency settings
  4. Choose Hosted Intake Form

2) Click Create Intake Form


3) Choose your Form Style

The Form Style, which can be changed later, should be determined by how you plan to use the form:

  • Embed on my website - If your goal is to embed the form on your website, this is the option to choose.
  • Stand-alone page - If you're planning to share the form via email, social media, etc. this is the option to go with.


4) Customize your Intake Form

Note: Some customizations of the intake form are only available to Senior Place Premium users.

See below for the customization options you have:


Choose who the client will be assigned to

You can always leave it as Unassigned if you want to decide after an intake form has been completed.

Choose which users will be notified of the new client

You can choose as many users as you'd like to be notified in Senior Place.

Edit your form layout

  1. Choose which sections are visible.

  1. Reorder sections and fields by dragging and dropping with ≡ icon (optional)

  1. Add/remove individual fields within sections by clicking Add field (optional)


  1. Adjust Section Titles and Icons by clicking the pencil icon ✏️ next to the Section Title (optional)


  1. Change field Nicknames by editing the Show as wording (optional)


5) Embed or Send

After completing your form setup, you'll either embed the form on your website or use the direct link for sharing purposes:

a) Embed the Form on Your Website

This is the part where you may need assistance from your IT team or website administrator, especially if you're not familiar with managing your website's backend or content management system (CMS).

  1. Copy your form's embed code.
  2. Navigate to the backend of your website or CMS where you can edit the webpage's HTML.
  3. Paste the copied embed code into the appropriate location in your webpage's HTML where you want the form to appear.

If you're not comfortable doing this step or if you have any doubts, please reach out to your IT team or website administrator for assistance.

b) Copy/Send the Direct Link

To use your direct link, simply click Copy to clipboard next to Direct link, and share it via email, social media, text, or wherever else you'd like.

6) Create Another Form (optional)

Note: Creating Additional Forms is only available to Senior Place Premium customers.

Click the Create another intake form button to add and customize another form. Having multiple Hosted Intake Forms can be useful in a variety of situations. Here are a couple of examples to consider:

  • Using one Intake Form for adding clients internally. Using a second Intake Form to embed on your website.
  • Using individual Intake Forms for each employee. That way your employees can quickly input clients into Senior Place using their personal form.


Have more questions? Feel free to reach out to us at support@seniorplace.io!