How to Create a Client Database in Excel
10:32
How to Create a Client Database in Excel
24.7K viewsJul 27, 2023
YouTubeExcelDemy
Build a Fully Automated Client Intake Form – No Zapier Needed
13:11
Build a Fully Automated Client Intake Form – No Zapier Needed
1.2K views10 months ago
YouTubeAutomation Helpers
The Automated Database in Excel You’ll Actually Use (Free Template)
19:48
The Automated Database in Excel You’ll Actually Use (Free Template)
355.3K views6 months ago
YouTubeMyOnlineTrainingHub
How to Create a Customer Database in Excel - Microsoft Excel Full Tutorial
35:19
How to Create a Customer Database in Excel - Microsoft Excel Full Tutorial
31.9K viewsJul 28, 2022
YouTubeAdil Fridi Teach
Microsoft Access Customer Database (CRM) MS Access Customer Template - Free Download
26:40
Microsoft Access Customer Database (CRM) MS Access Customer Templat…
555.4K viewsAug 1, 2019
YouTubeComputer Learning Zone
How To Collect Data Using Form In Smartsheet (Data Intake 2026)
3:01
How To Collect Data Using Form In Smartsheet (Data Intake 2026)
2 months ago
YouTubeSmartMoneyTutorials
How to Build an Automated Client Audit Workflow (Tally + Airtable + Make)
14:33
How to Build an Automated Client Audit Workflow (Tally + Airtable + Ma…
284 views4 months ago
YouTubeDan and Nath
1:16
Accurate Data Collection (Day 2)
208 views3 months ago
YouTubeCognito Forms
0:30
Simplify your client intake process with 8amâ„¢ DocketWise Smart Forms
69 views5 months ago
YouTubeDocketWise
3:25
Designing Your Own Client Intake Forms
339 views11 months ago
YouTubeNookal Software
7:07
Create a professional and customized Client Intake Form with Google Form…
23.9K viewsSep 7, 2023
YouTubeDesigns by Darowan
14:52
EASILY Make an Automated Data Entry Form in Excel
1.8M viewsMay 5, 2024
YouTubeKenji Explains
1:01
How to Create Client Intake Forms with AI 🤖 #tutorial
830 views4 months ago
YouTubeJotform
11:33
[UPDATED] - How To Use New FORMS In Microsoft LISTS
13.3K viewsDec 15, 2024
YouTubeOffice Skills with Amy
4:50
Create Free Client Intake Forms Using Canva
2.6K viewsFeb 15, 2024
YouTubeDentalelle with Andrea
9:26
How to Automate Client Intake with Jotform AI Agents
1.4K viewsFeb 25, 2025
YouTubeJotform
0:32
Revolutionize your firm’s intake process with AI Intake from Practice …
44 views1 week ago
YouTubePractice AI
2:31
How to Create Custom Intake Forms in Acuity Scheduling 2025 (FULL GUIDE)
345 views8 months ago
YouTubeHow To Tutor
11:15
Create SharePoint List Records with Microsoft Forms and Power Automat…
28.7K viewsApr 23, 2024
YouTubePragmatic Works
16:28
How to Use the NEW Forms Experience in Microsoft Lists
66.3K viewsApr 10, 2024
YouTubeScott Brant
2:00
Smart Intake, our new AI powered client intake and tax workflow tool
658 views8 months ago
YouTubeCanopy
15:02
Making a Patient Intake using Google Forms
8.9K viewsJun 8, 2022
YouTubeUnsubscribed Healthcare
41:00
HOW TO CREATE STUDENTS DATABASE MANAGEMENT SYSTEM …
4.3K viewsJun 3, 2024
YouTubeKingTech Coding Clinic
23:03
Health Assessment: Health History Questions for Nursing | Data Collecti…
72K viewsJun 28, 2023
YouTubeSimpleNursing
15:05
Automate Your Data Collection Process - With Microsoft Forms and …
9.5K viewsApr 29, 2023
YouTubeLearning Orbis
26:43
How to Create a Customer Record Database in Access - Microsoft Acce…
2.8K viewsJul 24, 2022
YouTubeAdil Fridi Teach
1:52
Sending intake forms and documentation
2.5K viewsMar 4, 2024
YouTubeCarepatron
24:44
Secure Cloud Document Management & Client Document Intake Solution fo…
445 views5 months ago
YouTubeSmartVault
0:48
Automate Estate Planning Client Intake with DecisionVault + LEAP
106 viewsDec 2, 2024
YouTubeLEAP USA
13:09
How to Create Intake Forms for Your Services
104 viewsMar 11, 2025
YouTubeKIT Solutions
See more videos
Static thumbnail place holder