Intake

Quick Start

Set your church short name slug (same as visitor registration).

Share the public URL: /counsel/intake/{church-short-name}.

Counselees complete eight steps at their own pace (draft autosaves in browser).

On submit, the response lands in Cases → Submissions.

Approve to create a Case and Counselee record.

How-to Guide

Public URL

https://your-church.adoraplan.com/counsel/intake/{church-short-name}

The slug resolves via your church short name (Organization settings). No login is required — the form is intentionally public.

Eight steps

Step	Topics
1. About	Name, email, phone, address
2. Family	Marital status, children, spouse willingness
3. Background	Education, employment, upbringing
4. Health	Physical/mental health history
5. Spiritual	Faith background, church involvement
6. Story	Self-descriptors, personal narrative
7. Reason	Why counseling is sought now
8. Attachment	Optional PDF upload

Progress is saved to localStorage per slug so applicants can return later.

Staff review

Submission arrives

counsel-intake-submit edge function stores the payload and optional PDF in private storage.

Review in Cases

Open Cases → Submissions, read the full response.

Approve or reject

Approval creates case + counselee; rejection archives with reason.

Intake submissions can match existing Members by email when approving — reducing duplicate person records.

Quick Start