---
title: Configuring intake forms
category: administration
order: 5
lastUpdated: 2026-06-08
featureAvailability: GA
roles: [admin]
navigationPath: Administration → Intake forms
relatedArticles: [administration/intake-fields, teacher-portal/referrals, cases/creating-cases]
---

## At a glance

- **Who uses it:** School administrators.
- **When to use it:** During setup, when adding a new referral pathway, or when a referral type needs different questions.
- **Permissions required:** Administrator.
- **Navigation path:** Administration → Intake forms.

## Purpose

Intake forms are the public submission points that become referrals — and ultimately cases — inside AmplifyED. Each form has its own URL, audience, and field set, so you can tailor what you ask of a teacher versus a parent or a student.

## Form types

- **Student intake** (`/intake/<slug>`) — designed for students or parents, with a FERPA notice and an academic-coaching framing.
- **Staff intake** (`/intake/<slug>/staff`) — designed for teachers, admins, counselors, and coaches submitting on behalf of a student. Includes submitter role, urgency, and category fields.
- **Custom forms** (`/intake/<slug>/<form>`) — additional purpose-built forms (e.g. behavior, attendance, family request) layered onto the same org slug.

## Before you begin

- Pick which referral pathways you want to expose publicly.
- Decide who reviews each form's submissions (an admin queue, a specific facilitator, or the assignment-rules engine).
- Confirm your branding is configured so the form matches your school identity.

## Step-by-step

### Create a new form

1. **Administration → Intake forms → New form**.
2. Pick a starting template (Student, Staff, Behavior, Attendance, or Blank).
3. Give it a **Display name** (shown to submitters) and a **Slug** (appears in the URL).
4. Configure fields — see [Intake fields](/help/administration/intake-fields).
5. Set **Status** to `Published` when you are ready to share the URL.

[SCREENSHOT: admin-intake-forms-list]
_Administration → Intake forms list with one Published Staff form and one Draft Student form._

### Find the public URL

Open the form. The public URL is shown at the top of the configuration page. Format:

```text
https://amplifyed.app/intake/<org-slug>/<form-slug>
```

For the default student and staff forms, the shorter `/intake/<org-slug>` and `/intake/<org-slug>/staff` links also resolve.

### Unpublish

Toggle **Status** to `Draft`. The public URL begins returning a friendly "submissions paused" page. Historical submissions remain accessible inside AmplifyED.

## Tips & best practices

- Keep forms short. The most-used staff intake form at a typical pilot has 6–8 fields.
- Use **Urgency** sparingly — if everything is "High," nothing is.
- Pair each form with an [assignment rule](/help/administration/assignment-rules) so submissions route automatically.

## Common mistakes

- Forgetting to publish — the URL returns a paused page and teachers think the system is broken.
- Embedding the form in an LMS without configuring the honey-pot fields properly — bot submissions can leak through. (Honey-pot is on by default; do not delete the hidden `website` field from custom forms.)

## Related articles

- [Intake fields](/help/administration/intake-fields)
- [Submitting a referral](/help/teacher-portal/referrals)
- [Creating a case](/help/cases/creating-cases)
- [Assignment rules](/help/administration/assignment-rules)

## FAQ

**Can I A/B test two versions of a form?**
Create a second form with a different slug and route traffic to one or the other from your website. Submissions land in the same case inbox.

**Are submissions rate-limited?**
Yes. Public intake routes enforce IP rate limits and a hidden honey-pot field. Excess traffic returns a 429.