Share an Intake link

What this article covers

Use the Intake link when the couple should fill in the client request themselves. They do not need access to your Wedding Desk account.

What the intake link can include

The client request can include:

• Intake sections
• Extra questions, when enabled
• Style & inspiration, when enabled

The couple can answer everything from one link.

Steps

1. Open the project.
2. Go to Intake.
3. Open Send to couple.
4. Under Choose sections, select the Intake sections and, when needed, Extra questions or Style & inspiration.
5. Click Create link, or Update link after changing the selected sections.
6. Click Copy link to send the URL, or Open link to inspect the current client request.
7. Use Create new link only when the old link must stop working.

What happens after the couple submits

The answers stay available in Intake. Review them there, then add useful details to the relevant part of the project.

Use Review submitted intake answers for the review workflow.