Set up Guided Intake
Create your account and prepare your licensed shop location.
- Account
- Shop information
- Legal consent
- Payment method
Your 14-day trial begins only upon the first successful Guided Intake terminal activation for your licensed location.
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Create your account
Your shop information
Review and accept
Review and retain these documents. All three agreements below are required to complete setup. You can save individual acceptances and return later.
These are approved prelaunch versions; a public effective date has not been set.
Privacy notice: Read the Privacy Policy. Privacy Policy version: privacy-policy-20260919-v0.3-prelaunch. This is a notice, with no separate acceptance.
Add your payment method
Save your payment method securely with Stripe. Your trial begins when you activate Guided Intake on your first computer.
You'll return here after saving your payment method.
Ready for installation
Your account and payment method are ready.
Your 14-day free trial has not started yet. It begins when you activate Guided Intake on your first computer.
Installation is temporarily unavailable here. Please contact Support for help.
Already installed?
Open Guided Intake and Sign in to activate
Need help? Contact Support. · Legal documents