# Set up Form

Wonderly’s Client Intake Form lets you collect important information from new leads and set up qualification criteria so you can prioritize meetings with the most relevant prospects.

### Customize your Client Intake Form

1. Under **My business,** click on **Form & Scheduling.**
2. Click on **Form and qualification** to open the form editor.
3. Enter the **Title** and **Description** fields to set the main text for your form.
4. Toggle whether to **Show phone number** or keep it hidden.
5. Click **+** **Add question** to include them.
6. Click the **Question Type** dropdown to choose the type of question you want to add. The modal will adjust based on your selection.
7. Click the **Question** field and type the question text.
8. Enter a **Description** for the question in plain text if you want to provide additional context.
9. Edit the **Placeholder** text if applicable; this is what respondents see before entering their answer.
10. Check or uncheck the **Required** box to make the question mandatory.
11. Click **Save** to add the question, or **Cancel** to discard changes.

{% embed url="<https://app.supademo.com/demo/cmo3baz635efkru18niiqbzqk>" %}

{% hint style="success" %}
**Expected Outcome**: If the question is saved, it will appear in your form editor on the right side of the screen.
{% endhint %}

**Field reference**

* **Short answer** – Single-line text responses for brief information (name, company, etc.)
* **Long answer** – Multi-line text for detailed responses (describe your needs, feedback, etc.)
* **URL** – Validates and collects website/link information
* **Number** – Collects numeric values (budget amounts, employee count, etc.)
* **Single choice** – Radio buttons; respondent picks ONE option from a list
* **Multiple choice** – Checkboxes; respondent can select MULTIPLE options
* **Dropdown** – Compact list selection (useful for long lists like countries, industries)
* **Date time** – Calendar picker for scheduling or date collection
* **Checkbox** – Single agreement question (terms acceptance, subscriptions, etc.)

***

### Define qualification criteria

{% hint style="info" %}
**When to use:** You want to set rules that determine which leads qualify to book a meeting based on their intake form responses.
{% endhint %}

#### Add a qualification rule

1. In the **Form and qualification** section, scroll to **Qualification Criteria**.
2. Click **+ Add criteria**.
3. Select a question from the **Question** dropdown.
4. Select a **Condition** for how the response should be evaluated.
5. Enter your **Value** to specify the response that qualifies a lead. For example, "within $5,000" for a budget question.
6. Click **Save**.

To add more rules, repeat these steps by clicking **+ Add criteria** again.

**Condition types**

* **Contains** — The response includes the value you specify.
* **Does not contain** — The response does not include the value you specify.
* **Is empty** — The lead left the question blank.
* **Is not empty** — The lead provided any response to the question.

#### Delete a qualification rule

1. Hover over the rule you want to remove.
2. Click the **trash icon**.

{% embed url="<https://app.supademo.com/demo/cmo3cagku5hefru18x6tn5guw>" %}

{% hint style="success" %}
**Expected Outcome:** Your qualification rules will be displayed in your form editor on the right side of the screen, and Wonderly will automatically evaluate every form submission against your qualification rules as soon as a lead submits.
{% endhint %}