Forms & Data Collection

Custom Forms for Your Business

The Forms feature lets you build custom data collection forms that clients can fill in online. Use them for enquiries, event details, dietary requirements, or any information you need to gather.

Creating a Form

1. Go to Forms and click Create Form
2. Enter a Name and Description
3. Add fields using the form builder:
   • Text – Short text input
   • Email – Email address field
   • Phone – Phone number field
   • Textarea – Long text / multi-line input
   • Dropdown – Select from options
   • Radio Buttons – Single choice from options
   • Checkboxes – Multiple choice
   • Date, Time, Number
   • File Upload – Accept document uploads
   • Section Heading – Organise your form visually
4. Set a Confirmation Message to display after submission
5. Save the form

Sharing Forms

Forms can be:

• Public – Accessible without login (great for enquiry forms on your website)
• Authenticated – Require client email verification before submission

Auto-Client Creation

When a public form is submitted, the system can automatically create a client record from the submitted email address. This saves you from manually entering client data from enquiry forms.

Notifications

Configure email notifications to alert your team when a form is submitted. You can customise which email address receives the notification.