From the Navigation Bar, select Forms iQ

Within the Practice Form tab, select New Form

A New Lead Form with required fields 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). This information will be available when you upgrade from Waitlist iQ to a full TiQ account.

Add a name to your form.

You also have the option to add a Form Description

When you select Save and Preview, you can view the form

If you are satisfied with the form, select Submit.