The panel's core sections
Forms
Forms customers fill in a chat or through a link (intake, booking, order…), their fields and their look.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
When you need specific details from a customer before an appointment or order.
Step by step
- 1
In Forms, see the existing ones; make your own copy of a ready form with Duplicate as editable.
- 2
Or create a New form and add the questions from Fields.
- 3
In Form design, set the colours and look of the form page.
- 4
Put the form in a flow or automation; the answers are saved on that customer's record.
Common mistakes
- Keep forms short; every extra question lowers how many people finish.
- Archive a form you no longer need instead of deleting it; its past answers stay.