New Client Intake – IKANDI HQ

STUDIO PORTAL | [client-name]

Click on the Edit Content button to edit/add the content.

new client intake form

Company Name

Main Email

Main Phone

Website

Address Line 1

Address Line 2

City

State / Region

Zip / Postal Code

Country

Primary Location / Mailing Address

Yes No

Billing Address

Yes No

Client Record ID

HQ Access Status

Client Company

First Name

Last Name

Job Title

Email Address

Telephone No.

Mobile No.

City

State / Region

Country

Timezone

Primary Contact

Yes No

Billing Contact

Yes No

Add Additional Contacts

Yes No

Primary Contact Record ID

Client Record ID

LinkedIn

Instagram

X / Twitter

Facebook

TikTok

Youtube

client_record_id

contact 2

HQ Access Status

HQ User ID

Client Company

First Name

Last Name

Job Title

Email Address

Telephone No.

Mobile No.

City

State / Region

Country

Timezone

Primary Contact

Yes No

Billing Contact

Yes No

Add Additional Contacts

Yes No

Primary Contact Record ID

Client Record ID

contact 3

HQ Access Status

HQ User ID

Client Company

First Name

Last Name

Job Title

Email Address

Telephone No.

Mobile No.

City

State / Region

Country

Timezone

Primary Contact

Yes No

Billing Contact

Yes No

Add Additional Contacts

Yes No

Primary Contact Record ID

Client Record ID

contact 4

HQ Access Status

HQ User ID

Client Company

First Name

Last Name

Job Title

Email Address

Telephone No.

Mobile No.

City

State / Region

Country

Timezone

Primary Contact

Yes No

Billing Contact

Yes No

Add Additional Contacts

Yes No

Primary Contact Record ID

Client Record ID

contact 5

HQ Access Status

HQ User ID

Client Company

First Name

Last Name

Job Title

Email Address

Telephone No.

Mobile No.

City

State / Region

Country

Timezone

Primary Contact

Yes No

Billing Contact

Yes No

Add Additional Contacts

Yes No

Primary Contact Record ID

Client Record ID

location 2

Location Name

Location Email

Location Phone

Address Line 1

Address Line 2

City

State / Region

Zip / Postal Code

Country

Primary Location / Mailing Address

Yes No

Billing Address

Yes No

Client Record ID

location 3

Location Name

Location Email

Location Phone

Address Line 1

Address Line 2

City

State / Region

Zip / Postal Code

Country

Primary Location / Mailing Address

Yes No

Billing Address

Yes No

Client Record ID

location 4

Location Name

Location Email

Location Phone

Address Line 1

Address Line 2

City

State / Region

Zip / Postal Code

Country

Primary Location / Mailing Address

Yes No

Billing Address

Yes No

Client Record ID

location 5

Location Name

Location Email

Location Phone

Address Line 1

Address Line 2

City

State / Region

Zip / Postal Code

Country

Primary Location / Mailing Address

Yes No

Billing Address

Yes No

Client Record ID

wp file download

WPFD Top Level Category ID

00 Client Uploads

01 Brand Assets

1.1 Logos

1.2 Brand Guide

1.3 Fonts

1.4 Print Assets

1.5 Digital Assets

02 Active Projects (All active client projects)

03 Account Documents

3.1 Contracts

3.2 Invoices

3.3 Account Archive

04 Archive

iKANDI ADMIN

Stripe ID

IKANDI Customer No.

hq admin

Workspace slug

Client Portal URL

Sure members

SureMembers ID

better messages

Primary Chat ID

Primary Chat Shortcode