Customers & Sales | Workspace
Build forms and online booking
Create lead or booking forms, publish them, and route each submission to the right workflow.
Sign in to your company workspace to use the related controls.
What this section includes
- Choose the form purpose
- Add only useful fields
- Set routing rules
- Preview on phone and desktop
- Publish and monitor
Start-to-finish instructions
Choose the form purpose
Decide whether the form should request a quote, capture a lead, schedule service, or collect information.
Add only useful fields
Collect enough detail to take the next action without making the form difficult to complete.
Set routing rules
Choose the lead source, assignment, notifications, availability, and confirmation message.
Preview on phone and desktop
Complete a test submission and confirm required fields, consent language, and time display.
Publish and monitor
Copy the link or embed code, then verify that submissions appear in the intended inbox or schedule.
Helpful tip: Test every public form after changing its fields or routing rules.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.