Forms

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Forms covers collecting information from clients: building a custom form, and managing the ones you have already published. What happens after a form is submitted is in Automations.

Building a custom form

Build a form to collect information from clients, and share it directly or attach it to an offering.

How do I create a form?

1.Go to Forms in the sidebar

2.Select New form

3.Add the fields you need

4.Select Save

Copy the form link directly, or attach it to one of your offerings so clients fill it in as part of booking.

Responses land in the Responses tab as soon as a client submits the form.

Managing an existing form

Edit, duplicate, or check responses to any form from your Forms table.

What can I do from the table?

Filter by Published or Draft, and open a form’s row menu for Edit, View live form, Duplicate, View responses, or Delete form.

How do I duplicate a form?

1.Go to Forms in the sidebar

2.Open the form’s row menu

3.Select Duplicate

Duplicating is useful for reusing the same structure with different questions, without starting from scratch.