Intake and Approval

The new standard in client intake

Orchestrate forms, signatures, approvals, meetings, preparation resources and a lot more, with your new intake command center.

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ExperiencesCoastal Reset RetreatJul 1, 2026 - Jul 6, 2026

Coastal Reset Retreat

Jul 1, 2026 - Jul 6, 2026

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Overview

Calendar

Clients

Guides

Pricing

Sales

Accommodation

Intake

Total Contracted

$90,000.00 USD

Total Collected

$30,000.00 USD

Outstanding

$60,000.00 USD

Participants

View All

Search for a client by name, email, or location

Registrants (6)Declined / Canceled (4)

Theo Brandt

Approved

Julian Hartwell

Approved

Rashid Okafor

Approved

Lena Petrov

Approved

Caleb Stone

Approved

Noor Haddad

Approved

Retreat is Published

This retreat is visible to and bookable by Clients.

Public booking link

https://app.guided.co/booking/m552qril5alc0

Public experience page

https://app.guided.co/catalog/experience/m5

Meetings

Create Meeting

Upcoming (6)Past (1)

Jun 11, 2026

4:00 – 5:00 PM EDT

Preparation Call - #1

teams.microsoft.co…

Advanced Intake Forms

Say hello to Guided Forms.

Say goodbye to Type Form and 3rd party products. All of your intake, all of your forms, all of your responses, all in one central place.

Simple and powerful form templates
Advanced form logic
Conditional questions & conditional forms

Health History

Save Form

Preview

Health History

Next, we are going to ask about your relevant health history. We will consider your background holistically when evaluating your candidacy.

What is the biggest challenge to your mental and emotional health today?*

Your answer

Have you ever received a diagnosis with any of the following mental health conditions?*

(Select as many as you like)

Bipolar I

Bipolar II

Schizophrenia

Major depressive disorder

Generalized anxiety disorder

I understand that Odyssey services are not a treatment for medical or mental health conditions.

(Select up to one)

Yes

Add option

Signature Documents

Automate your agreements

Send waivers, consent forms, and agreements clients sign inside their intake flow. No third-party tools, no context switching.

Multi-document support with per-document tracking
Legally binding electronic signatures

Retreat Waiver

Save Document

Signer

Client

Fields

Drag a field onto the document.

Signature

Initial

Full Name

Text

Date Signed

Liability Waiver & Release of Claims

Participant Agreement

This Liability Waiver and Release of Claims (the “Agreement”) is entered into by and between the Provider and the undersigned participant (“Participant”). By signing below, the Participant acknowledges that they have read, understood, and voluntarily agree to the terms set forth herein.

In consideration of being permitted to participate in the activities, programs, or services offered by the Provider, the Participant agrees to the following terms and conditions:

1.Assumption of Risk. The Participant understands that participation involves inherent risks, including but not limited to physical injury, and voluntarily assumes full responsibility for any risks of loss, property damage, or personal injury that may be sustained as a result of participating.

2.Voluntary Participation. The Participant affirms that participation is entirely voluntary and that they are under no obligation, and have not been coerced or unduly influenced, to participate in any activity described in this Agreement.

Page 1 of 5

3.Release of Liability. The Participant releases, waives, and discharges the Provider, its officers, directors, employees, and agents from any and all claims, demands, or causes of action that are in any way connected with participation in the activities.

4.Indemnification. The Participant agrees to indemnify and hold harmless the Provider from any loss, liability, damage, or cost that may be incurred as a result of the Participant's involvement, whether caused by negligence or otherwise.

5.Medical Authorization. The Participant authorizes the Provider to seek emergency medical treatment on their behalf if necessary, and accepts responsibility for any costs arising from such treatment.

6.Media Consent. The Participant grants permission for the use of photographs or recordings taken during the activities for promotional or educational purposes, without compensation or further approval.

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7.Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the applicable jurisdiction, without regard to its conflict of law provisions.

8.Severability. If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.

9.Confidentiality. The Participant agrees to keep confidential any proprietary information disclosed during the course of the activities and not to disclose such information to any third party without prior written consent.

10.No Warranty. The Provider makes no representations or warranties of any kind, express or implied, regarding the activities, and disclaims all such warranties to the fullest extent permitted by law.

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11.Force Majeure. The Provider shall not be liable for any failure or delay in performance resulting from causes beyond its reasonable control, including acts of God, natural disasters, or governmental action.

12.Entire Agreement. This Agreement constitutes the entire understanding between the Parties and supersedes all prior negotiations, representations, or agreements, whether written or oral.

13.Amendment. No amendment or modification of this Agreement shall be effective unless made in writing and signed by both Parties.

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The Participant acknowledges that they have carefully read this Agreement, fully understand its contents, and are aware that by signing below they are giving up substantial legal rights. The Participant signs this Agreement freely and voluntarily.

Participant Signature

Date Signed

Page 5 of 5

125%

Resource pages

Notion-style Resource Pages

Create living documents and template them for packing lists, preparation guides, FAQs and a lot more. One place to manage all of your resources.

Notes attached to specific intake questions
Team collaboration with timestamps and authorship

Other features you’ll love

HIPAA Compliant Soap Notes

Flag intake responses and add internal notes for your team

Intake Wizard

Soap Notes & Flags

Build multi-stage intake flows with conditional logic, substitute forms, and per-item rules.

Schedule Intake Call

Connected to Calendly

June 2026

30 min with Jordan Kim

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Available times

9:00 AM11:30 AM2:00 PM3:30 PM5:00 PM

Tue, Jun 23 at 2:00 PM confirmed · reminder scheduled

Integration

Calendly Integration

Use our deep Calendly integration, to seamlessly include client bookable meetings in your intake flows.

Intake Reminder

Automated

Complete Your Remaining Requirements

Inboxnotify@mail.guided.co

7:29 PM

New message

You have remaining requirements to complete Coastal Reset Retreat

Complete your remaining requirements for Coastal Reset Retreat. Your provider is waiting for the remaining required items associated with your booking submission. Click here to complete them:

Coastal Reset Retreat

Arrival Date – Departure Date

Experience Location

Hosted by Provider

Support

Questions about your booking? Get in touch with Provider Contact Provider

Get in touch with Guided Contact Guided

You are receiving this email because you booked an experience powered by Guided.

Guided Technologies Inc.

Sent to morgan@email.com · 2 requirements outstanding

Resources

Reminders & Notifications

Automated email reminders when clients have outstanding intake requirements — branded, on-message, and ready to send.

Ready to upgrade your intake?

One platform for forms, signatures, scheduling, and approvals.