Creating and sharing forms

Forms let you create reusable questions, collect answers during booking, or share a standalone link. Forms are included in Growth and Pro plans.

Forms are currently rolling out in private beta. If you are on an eligible plan and do not see Forms in your dashboard, contact support.

Create a form

1. Go to Dashboard > Scheduling > Forms.
2. Select New form.
3. Enter a title and, optionally, a description that explains why you are asking the questions. Clients see the title as the heading above your questions.
4. If public links are enabled for your account, choose whether responses submitted through the public link must include the client's name and email. If you leave this off, public-link responses are anonymous.
5. Add up to five questions. Each question can use a short-text, long-text, single-choice, or multiple-choice answer, include optional help text, and be required or optional. Choice questions can have 2–10 options.
6. Select Create form.

Share a form with a public link

Public form links are enabled separately during private beta. If enabled for your account, each form has a standalone link that uses your Introwise booking-page experience. You can use it for intake, feedback, testimonials, or any other questions that do not need to be part of a booking.

1. Open Dashboard > Scheduling > Forms and select the form.
2. Copy the URL in Link to this form.
3. Send the link to clients or add it to your website, email, or community.

Review responses

• Open the form from Dashboard > Scheduling > Forms to see all responses to that form.
• Open a client record and select Forms to see identified responses connected to that client.
• When a form is completed during booking, the answers also appear on the related session.

Introwise does not currently send email notifications for responses submitted through a public form link. Check the form to review new responses.

Reuse and edit forms

The same form can be shared with its public link and attached to one or more services. If you edit a form used by multiple services, the updated questions apply to future bookings on all of them. Existing responses keep the questions and answers that were submitted at the time.

To collect structured questions during booking, follow Adding custom questions to a service.

To archive a form, first remove it from any services that use it, then open the form and select Archive. Its public link stops accepting responses, and existing responses are kept. Archiving cannot be undone.

If you move to a plan without Forms, you can still open an existing form to read and delete responses or archive it, and remove it from services. Upgrade to Growth or Pro to edit it.

Troubleshooting

Forms is not shown in the dashboard

Confirm that your account is on Growth or Pro. Forms are still rolling out in private beta, so contact support if the menu is missing from an eligible account.

A public form link says the form is not available

Check that public links are enabled for your account, that the form is not archived, and that you copied the complete link from Link to this form on the form page. If the link still does not work, contact the expert who shared it or Introwise support.