Create a form

Who can do this: Team members with access to Forms
Where to find it: Apps › Forms

Forms collect information from clients, such as intake or consultation details.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Forms.
2. Review your forms. Columns include Name, Fields, Submissions, Created, Updated and Status.
3. Select Create Form, enter a Form Name, then select Create.
4. Add your fields in the form builder and save.

Result

Your form is ready and its submissions are counted in the list.