Start with the minimum useful questions
Good intake forms collect only the details you will actually use before the first session. Begin with contact info, decision-making questions, and any preparation items that change how you run the session.
Build and preview before publishing
Create the form in Forms, add the key fields, and preview it from the same builder session. Use required fields sparingly and keep long text prompts specific so people know how much detail to include.
- Group related questions together
- Preview on mobile before sharing
Publish and test the real link
After publishing, open the live link in a fresh browser session and submit a test response. That final check catches missing labels, awkward field order, and redirect settings that previews can hide.
Take action
Open the relevant setting or workflow next
The article covers the why and the sequence. Use the link below to jump into the part of the product that matches this workflow.
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