> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/configuration/intake-form-tracking-+-embed-+-redirect-+-services.md).

# Lead capture (website form)

Lead capture puts a Shortcut lead form on your website so website inquiries become **Leads** automatically.

If you don't have a website (or don't want to touch code), you can skip this.

## Where to find it

Open **Settings → Customers → Lead capture**. [Open Lead capture →](https://shortcutco.com/settings/lead-capture)

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-b0a90eb1459133cd0921b612e614db608d7ce5b7%2Fconfig-intake-form-overview.png?alt=media" alt="Settings → Lead capture: Your URL slug, the share panel with Direct URL and Iframe embed code tabs and Open and Copy URL, and Services shown on intake form with drag handles, Visible switches and Add intake-only service"><figcaption><p>Lead capture gives you the form's link, its embed code, and the services it offers.</p></figcaption></figure>

***

## Lead intake page (shareable link)

Shortcut shows a direct URL you can share: `/intake/your-slug`. Use it if you'd rather share a link than put the form on your website.

To change the end of the link, edit **Your URL slug** and click **Save URL**. The **Direct URL** tab shows the full link, with **Open** and **Copy URL** beside it.

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-db10743b57672cbcab00eb878471c2b88f56f8dc%2Fpublic-intake-form.png?alt=media" alt="Public intake form shown to website visitors"><figcaption><p>This is what a visitor sees when they submit a new inquiry.</p></figcaption></figure>

***

## Embedded intake form (iframe code)

To put the form on your website, click **Iframe embed code**, then **Copy embed code** (the button says **Copied!**). Paste the code into your website where you want the form to appear, or send it to whoever manages your site.

The code looks like this:

{% code title="iframe.html" %}

```html
<iframe src="https://shortcutco.com/intake/your-slug" width="100%" height="900" style="border:0;" loading="lazy" referrerpolicy="strict-origin-when-cross-origin"></iframe>
```

{% endcode %}

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-75f9ea196ff414996470e5558ecdcf4eb74ef47b%2Fintake-form-embed-code.png?alt=media" alt="The Lead capture share panel on the Iframe embed code tab, showing the iframe code and Copy embed code"><figcaption><p>Copy the iframe code when adding Shortcut to a website.</p></figcaption></figure>

### Not sure how to add it to your site?

Two easy options:

* Send the code to whoever manages your website and ask them to add it to your Contact page.
* If you use Wix/Squarespace/WordPress, look for an **Embed** or **Code** block and paste the code there.

***

## Form fields

The intake form captures the following from leads:

* **Name** (first + last)
* **Company name** (optional)
* **Email**
* **Phone** (with SMS consent checkbox)
* **Property address** (suggests addresses as they type)
* **Special requests / notes**
* **Services** they're interested in (the ones you show — see [Services on the form](#services-on-the-form))

{% hint style="info" %}
The form has built-in spam protection (**reCAPTCHA**). There's nothing to set up.
{% endhint %}

***

## Services on the form

**Services shown on intake form** lists every choice your form offers, in the order visitors see them.

* **Your active services appear automatically.** Switch one to **Hidden** to leave it off the form, or back to **Visible** to show it.
* **Add a choice that isn't in your catalog:** click **Add intake-only service**. A new row opens at the top. Type a name where it says **Service name** and press **Enter**; clicking away saves too, and **Esc** cancels. These rows are marked **Intake-only**.
* **Rename an intake-only service:** click its name, or **⋯ → Edit**. Press **Enter** or click away to save; **Esc** cancels.
* **Remove an intake-only service:** click **⋯ → Remove**. The row goes straight away and a message like *Removed “Snow plowing”* appears with an **Undo** button. Click **Undo** while the message is showing to put it back.
* **Set the order:** drag any row by its handle. The public form shows services in exactly this order, catalog and intake-only mixed together.

Each change saves as you make it.

***

<details>

<summary>Still stuck?</summary>

Email **<hello@shortcutco.com>** with your website platform + a screenshot of Lead capture.

</details>