Embed the Intake Form on Your Website

Follow these steps to successfully embed an intake form on your website using TheraSaaS and review submissions efficiently.

1. Integrating the Form on Your Website

Step-by-Step Instructions:

1. Create and Finalize the Form:

   • Ensure that your form is fully customized and all fields are set up correctly.

2. Access the Form Integration Settings:

   • Once satisfied with your form, navigate to the form’s Integrate option.

3. Select Layout Type:

   • You will be prompted to choose how the form will be displayed on your website. The available layout types are:

     • Sticky Sidebar: The form will remain 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.

4. Customize Activation and Deactivation Options:

   • Trigger Type: Set how the form will be activated (e.g., upon page load, after scrolling, or a time delay).

   • Activation Options: Choose when and how the form will appear for users (e.g., always visible or under certain conditions).

   • Deactivation Options: Determine when the form should stop appearing (e.g., after the form is submitted or never deactivate).

5. Copy the Embed Code:

   • Once you’ve made your layout and trigger selections, a code will be generated.

   • Click Copy Embed Code to copy the code to your clipboard.

6. Embed the Code in Your Website:

   • Navigate to your website builder (WordPress, Wix, Squarespace, etc.).

   • Go to 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 of your website.

   • Save and publish the changes.

2. Checking Form Submissions

Steps to View Submissions:

1. Navigate to the Forms Section:

   • In TheraSaaS, go to the Forms section and click on Submissions.

2. Select the Relevant Form:

   • From the list of forms, select the form for which you want to check submissions.

3. View Submission Details:

   • You will be able to see details such as:

     • Client Name.

     • Time Zone (when the client signed the form).

     • Referral Source (if applicable).

     • URL from which the form was submitted.

4. Access Client Information:

   • By clicking on the name of the submission, you can 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 are seeking (e.g., anxiety treatment).

     • Any other form fields and answers submitted will populate automatically under the contact's profile.

5. Edit or Update Submission Data (if necessary):

   • You can also manage the submission data by going to the contact’s page and making updates where needed.

Summary

This process allows you to easily embed an intake form on your website and efficiently track client submissions through TheraSaaS. By following these steps, you ensure that the form integrates seamlessly and that client data is accessible for review and follow-up.