Browse all topics Need support?
Intake & Signing System 3 of 10 · 9 min read

Forms, Intake & Signatures

Build smart intake forms, route rental and community inquiries, handle contract changes, collect e-signatures, and prepare tax filings.

Create free account See contracts & agreements →
Split Builder & Applicant Canvas Select any stage to jump to its section
1. Field & Repeater Schema Field catalog, repeaters, uploads & Markdown 2. Conditional Branching Show/hide operators, staff scopes & hard stops 3. Listed vs. Managed Intake Route submissions into listings, holds or quotes 4. Amendments & Waivers Native e-signatures & Documenso certified PDFs 5. Compliance & Filings COI uploads & California BOE-267-O filings

Jump to any #section, open a collapsed detail, or switch system guides.

Connected Intake Engine

How Intake Connects to Events & Contracts

5 Workflow Slots

Instead of disconnected web forms, every submission attaches directly to a venue hold, community listing, crew shift, or signed contract.

Slot 01 · Rental Inquiry
Space & Date Request
→ Creates Hold + Draft Quote
Slot 02 · Listed Intake
Community Calendar Pitch
→ Approves to Listed Event
Slot 03 · Program Detail
Run-of-Show & Tech Rider
→ Diffs vs. Signed Contract
Slot 04 · Crew & Volunteer
Shift & Skill Signup
→ Populates /org/people
Slot 05 · Waiver & COI
E-Sign & Tax Exemption
→ Documenso + BOE-267-O
Input Preview Gallery

Field Catalog, Repeaters & File Uploads

Auto-saves draft progress between pages
textarea-markdown Rich Copy
BIH3• ListLink
**8:00 PM** — Acoustic trio set

Formatted show descriptions and tech notes with live preview.

address-autocomplete Geocoded
418 Front St, Santa Cruz...
✓ 418 Front St, Santa Cruz, CA 95060

Verified street addresses for off-site listings and W-9 billing.

multiselect Tag Chips
32-Ch PA × Projector × + Add

Select multiple genres, requested gear items, or crew skills.

checkboxes Acknowledgments

Explicit policy checkboxes required before advancing pages.

multifile Drag & Drop
stage-plot.pdf1.4 MB ✓
liability-coi.pdf820 KB ✓

Collect COI PDFs, stage plots, IRS letters, and high-res press photos.

Repeater Rows Min / Max Rows
Row #1: Vela Noir (20:00 · 4 mics)

Let producers add structured rows for each band, set, or workshop.

Full reference table of every input type, file limit, and validation rule.

Smart Branching Rules

Conditional Logic, Audience Scopes & Hard Stops

Show or hide questions based on earlier answers or live booking state so solo acoustic rentals never have to fill out 20 festival production fields.

IF ticketing_enabled == true → SHOW Section: "Box Office Tiers & Age Policy"
IF has_dates && package_type_selected → SHOW Section: "Audio Engineer Call Times"
IF expected_attendance (count_gte) >= 150 → REQUIRE: "Liquor / Security Staffing Plan"

Keep internal review notes on the same submission without showing them to the applicant.

Stop incompatible requests early with a polite explanation before they fill out the rest of the form.

Routing & Scope Deltas

Booking Inquiries, Listed Intake & Amendments

When a producer updates their Program Form after signing a contract, Venue Family highlights any added hours or gear and prompts you to issue a Contract Amendment.

Scope Change Detected on Signed Booking #BK-409 +$350.00 Delta
Signed Contract v1
Main Stage · 4 hrs ($700)
Updated Program Form
Main Stage · 6 hrs ($1,050)
Action Required:

Compare updated program requests against signed terms and send a formal amendment when pricing changes.

Signatures & Waivers

E-Signatures, Waivers & Documenso Envelopes

Unlimited envelopes · $0 Fee
Mode A: Native Touch / Typed Waiver Pad Instant In-Form
/s/ Elena Rostova
SHA-256 + IP logged

Best for volunteer waivers, house-rule acknowledgments, and quick single-party sign-offs.

Mode B: Documenso RFC 3161 PDF Envelope Documenso Certified
1. Producer (e.rostova@...) Signed ✓
2. Venue Director (counter-sign) Awaiting Signature

Best for multi-signer rental contracts and amendments. Signatures & Waivers includes Unlimited envelopes with no per-envelope charge and no monthly allowance.

When to use quick on-page signature pads versus multi-signer Documenso PDFs.

SHA-256 document hashes, signer timestamps, ESIGN/UETA/eIDAS support, and unlimited envelopes.

Prepared filings · Organization Settings

COI Uploads & Prepared Tax-Exemption Filings

Collect Certificates of Insurance (COIs) and let Money → Filings pre-fill your state nonprofit welfare exemption schedules from verified booking data.

Prepared filings · California (BOE) Welfare Exemption (awaiting the official form)
Per-Event Filings Ready ✓

Captures renter EIN, IRS 501(c)(3) letter, dates used, and fee charged on each qualifying booking.

Annual BOE-267-O

Rolls up all qualifying nonprofit user organizations for your county assessor packet.

How Money → Filings prepares per-event and annual BOE-267-O forms for 501(c)(3) venues.

Frequently Asked Questions

No — completed submissions and signed envelopes store a snapshot of the form as answered.

No — unlimited envelopes are included with no per-envelope fee.

Need personalized guidance or have a question?

Our support team is here to assist with venue verification, custom calendar integrations, ticket questions, and technical onboarding.

Contact Support Help Center