Forms & Intake
7 questions about forms & intake.
Watch the walkthrough
A full walkthrough of Forms & Intake in Wizlo, recorded end to end so you can see the whole flow in context — not just isolated screenshots.
It covers 7 topics, including "How do I build a new form?", "How do conditional questions (branching) work?", "How do I publish a form and get a shareable link / embed code?", and 4 more.
Watch it straight through for the full picture, or jump to the written steps and screenshots for any topic in the list below.
Each topic below also has its own detailed write-up and screenshots, so use whichever format — video or text — fits how you like to learn.
7 questions
- Why is my form failing to save/publish?
- What do the form statuses and approval badges mean?
- How do I view and manage submissions?
- How do I send a form to a specific patient (email/SMS)?
- How do I publish a form and get a shareable link / embed code?
- How do conditional questions (branching) work?
- How do I build a new form?