Tech Helpers — New Customer Intake
Section 1
Customer Information
Basic info about the new customer
Section 2
Devices
What devices does the customer need help with?
Device 1
Section 3
Emergency & Family Contacts
Who should we reach out to if needed?
Contact 1
Section 4
Learning Goals
What does the customer want to learn or accomplish?
Goal 1
Section 5
First Service Visit
Schedule and document the initial visit
Section 6
Review & Submit
Double-check everything before submitting
⚙️ Integration Settings

Generate at airtable.com/create/tokens — needs data.records:write scope for your base.

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