About Forms

InFlo’s powerful forms feature offers endless possibilities for data collection and growing your customer list.

To get started, simply use the search bar in the top banner and search for “Forms.”

• Intake Forms: Designed for internal data collection and consent gathering, intake forms can be linked to specific services or packages. Once linked, InFlo automatically assigns the correct form when a client books or makes a purchase, streamlining client onboarding. Note: Intake forms require clients to log in to complete them.

• Registration Forms: Perfect for external use, these forms help you grow your contact list, manage event registrations, and embed forms directly on your website. They are ideal for outreach, marketing, and lead generation efforts.