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An invitation sends a client or prospect a personal, secure link to complete a form. The form comes prefilled with what Slant already has on file, and automatic reminders can follow up until they submit.
Invitations require a published form, and at least one person in the household needs an email address on their record.

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Send an invitation

1

Start the invitation

On the Invitations tab, click New invitation — or click Send invitation on a form’s detail page.
2

Choose the form and recipient

Select a published form and the client or prospect. The preview on the right shows the form filled in with that household’s information.
3

Choose how to send it

Under Send from, keep the Slant email address (recommended — it supports automatic reminders) or select your connected email account to send from your own address.
4

Click Next

5

Review the email and reminders

Adjust the form name, choose which household members receive the email (To, CC, BCC, or None — at least one To recipient is required), choose whether to copy yourself, and set the reminder settings. Sending from your own address lets you edit the subject and message.
6

Click Send invitation

The invitation appears on the Invitations tab with an Open status, and its detail page opens to show delivery activity.
Sending from your own email requires a send-capable connected account — see Email and calendar integrations.

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Send yourself a test

Walk through the form the way a client will before you send it to anyone real. On the form’s detail page, click Send me a test as John Doe in the right panel. Slant emails a prefilled invitation link to your own address. The email and the form are marked Test mode, and you complete the form as a sample recipient named John Doe rather than as yourself.
Open the test on your phone as well as your computer. It’s the fastest way to catch a confusing question or a layout problem before a client sees it.
Nothing you enter is saved as a submission, and picking a meeting time doesn’t book an appointment. The test link expires after 7 days. The button stays unavailable until the form is published, and for archived forms.

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Other ways to send a form

You don’t have to start from the Intake forms page:
  • From a household — on a client or prospect page, open the ⋮ menu and select Send form. The invitation flow opens with that household already selected. Not available for past clients.
  • From chat — ask Book chat or a household’s chat to send a form, for example “Send the client intake form to the Smiths.”
  • From an automation — add the Send intake form action to a household automation so the form goes out whenever the automation runs. See automations below.
  • From Zapier or the API — use the Send Intake Form action in Zapier, which lists your published forms so you can pick one in the Zap, or send invitations through the public API.
Each household’s Records tab also shows an Intake forms section listing the invitations and submissions for that household, linked to their detail pages.
Archived forms can’t send invitations, from any of these paths.

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Send a form from an automation

Add the Send intake form action to a household automation to invite people without doing it by hand — for example, when a prospect moves into a discovery stage or a new client is created. Configure the action with:
  • Intake form — only published forms built for clients appear in the list; forms built for prospects, contacts, or businesses can’t be sent from an automation
  • Send from — Slant notifications (supports automatic reminders) or Connected email, which then asks for the account to send from
  • Recipients — set the head of household and spouse or partner to To, CC, BCC, or none
  • Include the book principal as — BCC, CC, or none, when sending from Slant notifications
  • Automatic reminders — none, or 1 to 10 reminders, with Business days between reminders from 1 to 30 (default 3)
The action runs on one book at a time. See building automations for how to add actions to an automation.

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Automatic reminders

Reminders nudge the recipient by email until they submit. They’re available when sending from the Slant email address — choosing your connected email turns automatic reminders off for that invitation. On the review step, the Automatic reminders toggle is on by default with two settings:
  • Business days between reminders — 1 to 30 days (default 3)
  • Maximum reminders — 1 to 10 reminders (default 3)
Reminders send on business days in your book’s timezone and stop automatically when the form is submitted or the invitation is revoked. To cancel a single upcoming reminder, open the invitation’s detail page, click the ⋮ menu next to the scheduled reminder, and select Cancel reminder.

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Track an invitation

Click an invitation on the Invitations tab to open its detail page. The Activity and reminders timeline shows everything that has happened and what’s scheduled next:
  • When the invitation was created and sent, and from which address
  • When the recipient viewed the form and when they submitted it
  • Each reminder — sent, scheduled, or canceled
  • Delivery problems, if an email couldn’t be sent
The page also has a Copy link button for the recipient’s invitation link, so you can resend it yourself if the email was missed. Each invitation has one of four statuses:

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Revoke an invitation

On the invitation’s detail page, click Revoke and confirm.
The recipient’s link stops working immediately and all automatic reminders stop. Send a new invitation if they still need to complete the form.

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FAQ

Yes. On the review step, set each household member to To, CC, BCC, or None — anyone included on the email can open the link and verify with their own email address. The form covers household questions in one place.
Only published forms built for clients and prospects can be sent as invitations. Publish the form first, and check that it isn’t archived.
No one in the household has an email address on file. Add an email to a household member’s record, then send the invitation.
There’s no resend button, but you can copy the invitation link from the detail page and send it yourself, or revoke the invitation and send a new one.

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Next steps

What clients see

The recipient’s experience, from email to submission.

Reviewing submissions

Review and apply completed forms.