Welcome - How to Get Started
COURSE: (Re)Setup Your Foundations
REPLAYS: Group Coaching
REPLAYS: Member Audits
OTC Overviews & Resources
Global Settings
System Fields and Filters
All About Contacts
All About Templates
Docs & Document Templates
Emailing & Email Templates
Tasks & Task Templates
Date Templates
Property Table
Intake Forms
Smart Blocks & Groups
Team, Agent, & Client
OTC/Twilio Phone Number
Apps & APIs
Basic Setup Videos
X Phase 2 Setup
LAUNCHED! Course
OTC Support Content
Intake Form Q & A
Intake Form Q & A Recap Video and Bonus Content/Material
00:00 – Introduction
01:05 – Overview of Intake Form
03:46 – Question #1
12:48 – Intake Form Tip
15:35 – Continuation on Intake Form Overview
24:56 – Intake Form Preview (Submit an Intake)
36:45 – Intake Form Submissions Approval
40:30 – Question #2
45:55 – Question #3
51:35 – Question #4
59:08 – Question #5
01:06:30 – Deep dive into Josie’s Templates
01:12:00 – Question #6
VIDEO BLOCK YouTube Embed Instructions: AWS Embed Instructions: IF MORE THAN ONE VIDEO – DUPLICATE THIS BLOCK IF NO VIDEO – DELETE THIS BLOCK