Forms
Build the inquiry forms clients fill out so you collect the right details up front.
- Open Templates in the sidebar, then Forms. The page is titled Custom Forms.
- Click "New form" and pick how to start: "Blank form", "Use template", "Import from Google Forms", or "Import from Jotform".
- Open a form to add your questions, and use "Preview" to see it exactly as a client fills it in, on phone and desktop.
- Click the form name at the top to rename it and write the intro clients read.
- Use a form’s menu to set it as the default, which is the one new inquiries use.
- Search by name or sort by newest, oldest, or name to find a form.