# Send a client intake and review the answers Send a client a questionnaire about their brand, then check each answer before it goes into the brand's knowledge base. 5 min read. Updated 16 Oct 2026. Essential, Pro and Max only. Walkthrough video (no sound): https://bucket.sociorolla.com/help/client-intake/e174f70c644977b0.mp4 ## Steps 1. Open **Client intake** in the brand's menu and click **Send intake**. ![Step 1: In Client intake, click Send intake.](https://cdn.sanity.io/images/vy53y317/production/0bb36878c08bb8d317400682df50206b50ec0e03-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 2. Pick a questionnaire. **Write the questions yourself** makes one for this client only. ![Step 2: Pick a questionnaire, or write the questions for this client.](https://cdn.sanity.io/images/vy53y317/production/8f69479ebcf53fea9712bdeaccedcbccf16924d7-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 3. Read through the questions, a tab per section. Untick any that don't apply to this client, and fill in anything your team already knows so they aren't asked. ![Step 3: Untick what doesn't apply, and fill in what your team already knows.](https://cdn.sanity.io/images/vy53y317/production/ca116a5ff3adbe5c7e4298bf6b9a407001fb0bd4-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 4. Under **Who is this for?**, enter the client's name. Add **Their email** and tick **Email the link to them now** if you want SocioRolla to send it. ![Step 4: Say who it's for. Add their email if you want it sent for you.](https://cdn.sanity.io/images/vy53y317/production/4e60a62be068acf9e082dbbde0680aae154c7023-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 5. Click **Create link**, then **Copy** and send it to your client. A link lasts 30 days unless you choose otherwise. ![Step 5: Create the link and copy it for your client.](https://cdn.sanity.io/images/vy53y317/production/acf1459af01e8c2bcfb0f8efe2151212ca5c1b94-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 6. Your client opens the link without signing in. They see how many questions there are and roughly how long it takes, and their answers save as they go. ![Step 6: Your client opens the link. No account needed, and answers save as they go.](https://cdn.sanity.io/images/vy53y317/production/32ab92481adce3982dd0df4d826247c9391ef011-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 7. They click **Start**. ![Step 7: They click Start.](https://cdn.sanity.io/images/vy53y317/production/315b2047c0204983e422f69316cd6e2b33a082f6-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 8. They answer one section at a time. Questions marked with a dot need an answer, but they can carry on and come back to them. ![Step 8: They answer a section at a time and can come back to anything.](https://cdn.sanity.io/images/vy53y317/production/d797dbf18c4c23ad909f47a890ed6d6ffeb5e85c-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 9. **Next** moves on to the following section. ![Step 9: Next moves on to the next section.](https://cdn.sanity.io/images/vy53y317/production/45ee8e5f111743c2b0af69965b7940f81d8b2c20-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 10. On the last section they click **Check and send**, read their answers back and send them to you. ![Step 10: They check their answers and send them back to you.](https://cdn.sanity.io/images/vy53y317/production/ea505cb8722433355fec5a05c300b90b220fee2a-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 11. When they send their answers, you get a notification and the intake shows as **Submitted** in **Client intake**. ![Step 11: You're notified when the answers come back.](https://cdn.sanity.io/images/vy53y317/production/cbae18e38fcf8a9ad4d49a629674fce63a454b18-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 12. Open the intake's menu and click **Review answers**. Answers that fill an empty knowledge field are ticked and ready to apply, while ones that would replace something already there wait for your call. ![Step 12: Review answers sorts each one by where it will go.](https://cdn.sanity.io/images/vy53y317/production/e7942f0e370f5d731f64bdff640197a8fe3ffbdf-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 13. Untick or **Waive** anything you don't want, then click **Apply**. The ticked answers go into the brand's knowledge base, where Rolly uses them. ![Step 13: Apply the ones you want, and they go into the brand's knowledge base.](https://cdn.sanity.io/images/vy53y317/production/499f1107ac3e172c8e2491915e30a5365f3709d4-2880x1800.png?w=1600&sharp=25&q=90&auto=format) ### Questionnaires SocioRolla comes with a full brand questionnaire. **Manage templates** on the **Send an intake** page keeps your own: one on the Essential plan, as many as you like on Pro and Max. When you send one, you can turn off questions that don't apply and fill in anything your team already knows. ### Sending the link yourself or by email Add their email and tick **Email the link to them now**, or create the link and send it however you like. A link lasts 30 days unless you choose 7 days or no expiry, and **Give them 30 more days** in the intake's menu extends it. ### Reminders If you gave their email, a client who stops answering gets a reminder after three quiet days and one more a week later, never more than two. ### Connecting accounts too **Also let them connect their social accounts** adds a connect link to the thank-you page. You approve each account before it can post. ### Every brand's intakes **Client intake** in the workspace menu lists every intake you've sent, across all your brands. ### Onboarding clients If you onboard clients with the onboarding hub, the intake is one of its steps, and you review the answers from the client's hub. ## Related articles - [Confirm payments, review intake answers and handle changes](https://sociorolla.com/help/client-onboarding/hub-agency-actions) - [Let a client connect their own accounts](https://sociorolla.com/help/clients-and-approvals/client-connect-links) - [What your client sees in the onboarding hub](https://sociorolla.com/help/client-onboarding/client-hub) Source: https://sociorolla.com/help/clients-and-approvals/client-intake