Embed the Intake Form on Your Website

Modified on Mon, 2 Nov at 7:06 AM

What this covers

Follow these steps to embed an intake form on your website using TheraSaaS, and to review the submissions you receive efficiently.

Part 1

Integrate the Form on Your Website

1Create and finalize the form
Make sure your form is fully customized and all fields are set up correctly.
2Access the form integration settings
Once you're satisfied with your form, go to the form's Integrate option.

3Select a layout type

You'll be prompted to choose how the form displays on your website:

Layout	How it appears
Sticky Sidebar	The form remains visible on the side of the page
Polite Slide-In	The form slides into view gently
Pop-Up	The form appears as a pop-up window
Inline	The form is embedded directly within the page

Choose the layout that best fits your website design and user experience.

4Customize activation and deactivation options

Setting	What it controls	Examples
Trigger Type	How the form is activated	Upon page load, after scrolling, or a time delay
Activation Options	When and how the form appears for users	Always visible, or under certain conditions
Deactivation Options	When the form should stop appearing	After the form is submitted, or never deactivate

5Copy the embed code
Once you've made your layout and trigger selections, a code is generated. Click Copy Embed Code to copy it to your clipboard.
6Embed the code in your website
Go to your website builder (WordPress, Wix, Squarespace, etc.), then open the Contact Page or any other page where you want the intake form to appear. Insert the copied embed code into an HTML or Custom Code section, then save and publish the changes.

Part 2

Check Form Submissions

1Navigate to the Forms section
In TheraSaaS, go to the Forms section and click Submissions.
2Select the relevant form
From the list of forms, select the form you want to check submissions for.
3View submission details
You'll be able to see details such as:
- Client name
- Time zone (when the client signed the form)
- Referral source (if applicable)
- The URL from which the form was submitted
4Access client information
Click the name of the submission to view the contact's details, including all form responses, such as:
- How they'd like to receive services (e.g., in-person, telehealth)
- Specific issues or services they're seeking (e.g., anxiety treatment)
- Any other form fields and answers submitted, which populate automatically under the contact's profile
5Edit or update submission data If necessary
You can manage the submission data by going to the contact's page and making updates where needed.

Summary

This process lets you easily embed an intake form on your website and efficiently track client submissions through TheraSaaS. Following these steps ensures the form integrates seamlessly and that client data is accessible for review and follow-up.

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