From the Navigation Bar, select Forms iQ

‍Navigate to the Practice Form tab and select + New Form

‍In the Select The Form Type dropdown, select Lead Form

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‍A New Lead Form with required field will load

‍You can Add and remove Fields to customize your form

The "Payment Method" and "Insurance Fields" options are only available for Lead Forms.

IMPORTANT: When clients enter their credit card information in the lead form, it is automatically saved in Stripe and will not be visible in TiQ (including the client profile or any other section).

‍Add a Form Name

‍Form Description is optional

‍To check how your form will look, select Save And Preview

‍‍A window will open showing you a preview of your new lead form

If you are satisfied with the form, select Submit.