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.

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.

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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

1. Submission arrives

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

2. Review in Cases

   Open Cases → Submissions, read the full response.

3. 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.

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Related

Cases

Submissions tab and case creation workflow.

AdoraCounsel Overview

Dashboard and counselor setup.

Visitor Registration

Similar public slug pattern for the member portal.