> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adoraone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Intake

> Public eight-step counseling intake form with draft autosave and PDF attachment.

The **Intake** form lets prospective counselees share their story before the first meeting — an eight-step wizard collected via a public link, reviewed by staff under **Cases → Submissions**.

<Frame>
  <img src="https://mintcdn.com/adoraplan-b5f8a5a4/oEAoIeMo_RzI8e8d/images/counsel/intake-form.png?fit=max&auto=format&n=oEAoIeMo_RzI8e8d&q=85&s=56140e0bfdca843b07ede9738ed1b541" alt="Counseling intake form step one with name and contact fields" width="1440" height="900" data-path="images/counsel/intake-form.png" />
</Frame>

## Quick Start

1. Set your church **short name** slug (same as visitor registration).
2. Share the public URL: `/counsel/intake/{church-short-name}`.
3. Counselees complete eight steps at their own pace (draft autosaves in browser).
4. On submit, the response lands in **Cases → Submissions**.
5. 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

<Steps>
  <Step title="Submission arrives">
    `counsel-intake-submit` edge function stores the payload and optional PDF in private storage.
  </Step>

  <Step title="Review in Cases">
    Open **Cases → Submissions**, read the full response.
  </Step>

  <Step title="Approve or reject">
    Approval creates case + counselee; rejection archives with reason.
  </Step>
</Steps>

<Tip>
  Intake submissions can match existing **Members** by email when approving — reducing duplicate person records.
</Tip>

***

## Related

<CardGroup cols={2}>
  <Card title="Cases" icon="clipboard-list" href="/en/adoracounsel/cases">
    Submissions tab and case creation workflow.
  </Card>

  <Card title="AdoraCounsel Overview" icon="heart-handshake" href="/en/adoracounsel/overview">
    Dashboard and counselor setup.
  </Card>

  <Card title="Visitor Registration" icon="user-check" href="/en/adoracare/visitor-registration">
    Similar public slug pattern for the member portal.
  </Card>
</CardGroup>