This is the wiring behind the new intake form on your site. Everything in sage happens automatically the moment a form is submitted. Nothing reaches a client or therapist without your approval first.
A short, warm series of questions on the Rupu site:
The form reads the answers and suggests the therapist who fits best. It is a suggestion, not a decision. No one is assigned at this point.
"Thanks for reaching out, we will get back to you shortly." The client is never left wondering whether the form worked.
The full intake answers, the referral source, and the suggested match land in your inbox, ready for review.
You stay in control. From the preview you can:
The client receives their confirmation with a link to choose a session time that suits them.
The chosen therapist receives the new client details and a summary of the intake, so the first session starts informed.
The client picks their time, the therapist has the full picture, and the first session is on the calendar. No spreadsheets, no back-and-forth email chains.
The "Referred by" field flows through the whole chain, so you can see which relationships bring clients in.
The matching is a head start, not an autopilot. Every client is confirmed by your team before anything goes out.
The client hears back within seconds of submitting, so the wait for a match never feels like being ignored.
Prepared for Rupu Collective