How to create a client intake form in Canva

The client intake process is the first step in a long journey with your customer, whether it’s a new patient or a business partner. Collecting the right information is essential to starting off on the right foot.

That’s why client intake forms are so essential to your website. But how do you get started? If you’re using Canva to build your site, you’ll need a form-building solution that makes it easy to create and upload custom forms. Follow along to learn more about creating Canva client intake forms — and how Jotform can help.

What is Canva?

Canva is a popular online design suite making it possible for businesses and individuals to create visual assets without learning complex software. Canva’s drag-and-drop interface allows users to create a variety of visual projects with ease, ranging from social media posts and presentations to infographics and much more.

With Canva, you can even create websites using templates and premade design elements, eliminating the need to hire an outside designer. But the perfect website should also include tailor-made elements — like client intake forms — that make it useful for both you and your customers.

Why use client intake forms on your Canva website?

Canva client intake forms are a must-have if you use Canva to build your website. They help streamline your process and keep all your client information in one place.

When a user submits a client intake form, your team will automatically receive a notification. The data from this form is then stored in a centralized database that can be accessed at any time. This minimizes user error when migrating data, as well as long intake processes and lost communication. But to get the most out of your intake forms, you need a solution that provides all these benefits and more.

Supercharge your Canva client intake forms with Jotform

The benefits of client intake forms begin with the solution you use to build them. Jotform can help you create a powerful intake form for your Canva website. This online form builder not only has a user-friendly interface but also integrates directly with your Canva website through a native application.

Jotform provides a full suite of helpful features:

• Over 40 popular payment gateway integrations
• More than 90 intake form templates, including industry-specific forms like a counseling intake form
• Data storage and organization with Jotform Tables, including industry-specific data templates like a customer onboarding template
• E-signature collection with Jotform Sign
• Automated intake workflows through Jotform Workflows
• 100-plus third-party integrations
• Data analysis reports through Jotform Report Builder

Jotform makes it easy to create powerful forms that streamline your process and empower your team. And uploading your Canva client intake forms to your site is easier than ever. In just a few clicks, you can take your website to a whole new level.

How to create and add a Canva client intake form with Jotform

Before you can upload a form to your Canva website, you must first decide how to build it: using a template or starting from scratch. Both options have advantages, so your choice may depend on whether you prioritize effort or customization.

Method 1: Using a template

If you’re looking to save time, try one of Jotform’s many client intake form templates. Here’s how to get started:

1. Open the Jotform Form Templates page and click on Intake Forms.
2. Select the template you want to use and click the Use Template button to open it.

3. If desired, make adjustments using the Jotform Form Builder. Click on the Add Element button on the upper left to insert items. Select the blue Form Designer button on the upper right to change how they appear.

4. After updating your form, switch to your Canva account and open your website in the design suite.
5. Select the Apps option on the left of the screen.
6. Enter “Jotform” in the search bar and click the Jotform icon to open the application window.

7. Select the Open button to begin connecting your application.

8. Once in the Jotform app, select the Your forms tab and click Log in to start connecting your account.

9. Allow Jotform to access your Canva account by clicking the Connect button.

10. After you’ve granted access to your account, select the intake form you want from the list under Your forms and click to add to your website.

Method 2: Starting from scratch

If your form needs to include specific fields or sections that an existing template won’t satisfy, you may prefer to build your own custom intake form from scratch. Here’s how:

1. Go to the My Forms page on Jotform.
2. Click on the Create Form button.

3. Select the Start From Scratch option on the Create a Form menu.

4. Choose Classic Form or Card Form and click on your selection.

5. Enter your desired title at the top of your intake form.
6. Click the Add Element button on the left side of the Form Builder to open the Form Elements menu.

7. Drag and drop the elements you want to add to your intake form.
8. Update the design of your intake form by clicking on the blue Form Designer button on the upper right.

9. Once your form is finished, go to your Canva account and open your website.
10. Click on the Apps option on the left of the design screen.
11. Enter “Jotform” in the search bar and click the Jotform icon to open the application window.

12. Click the Open button to start connecting your application.

13. Once in the app, select the Your forms tab and click Log in to start connecting your account.

14. Allow Jotform to access your Canva account by clicking the Connect button.

15. Select the form you want from under the Your forms tab and click to add to your website.

You can also begin the form-building process directly in Canva. Simply open the design suite and click the Create new form button in the Jotform app.

Online intake forms are essential for modern business operations. They make it a snap to collect, track, and retrieve client information throughout the intake process. By using the combined capabilities of Jotform and Canva, you can add these vital forms to your website quickly and easily — and help keep your business on the fast track.

Photo by Yan Krukau