Intakes Archives - Neos Learning Hub

Checklist Triggers & Actions

With the new Intake Pro feature Checklist Triggers & Actions, you can fully automate client...

Document & Communication Workflows

Needles Neos’ Intake Pro now let’s you generate the most important Intake related...

Dynamic Intake

The new Dynamic Intake feature allows you to build custom Intake forms that adapt to your staff on...

Intake Layout Manager

A basic run through of how the new Intake Layout Manager functions, including Field selection and...

Intake Pro Webinar (previously recorded)

Bryan Billig and Justin Steele walk though all the great new functionality of Needles Neos’...

Intake Stage & Status

Stage & Status help you track the progression of your Intake inventory; and with Intake Pro you...

Marketing Campaigns

With the new Intake Pro features available in Needles Neos, you can now easily track dollars spent...

Required Fields

Needles Neos’ Intake Pro now lets you choose which fields on your custom Intake forms are...

Zapier Integration

As part of Needles Neos Intake Pro, you can now connect thousands of web apps to your Intake system...