Intake overview

Intake is where you manage referrals from first contact through to acceptance or decline. Open it from Participants ›Intake .

1 2 3

The list

Each enquiry is one row. The columns are:

Column	Shows
Participant	The person’s name, with their phone or email underneath. If neither is recorded it reads Contact not set.
Stage	Where the enquiry sits in your pipeline.
Services requested	The services the person asked about.
Submitted	When the enquiry was created.

Use the Stage filter at the top left to show a single stage, or All. The count on the right tells you how many match, for example 9 intakes.

Table or board

The two icon buttons at the top right switch between the table above and a board. The board shows one column per stage with a count on each, so you can see your whole pipeline at a glance. Drag a card from one column to the next to move the enquiry along (see Intake stages). An empty column reads No enquiries.

Each board card shows when the enquiry was received, the person’s name, their contact and NDIS number, and any scheduled next contact. A card that has been turned into a participant carries a Converted tag. The Accepted and Declined columns show only the ten most recent enquiries; older ones appear as +N older in table view, so switch to the table to see every one.