Built in Minutes
Drag in your fields, set them up, and preview the result before you publish.
- 14 field types: choices, date, phone, address, email, and more
- Required fields, defaults, tooltips, and field widths
- Choices you can reorder and pre-select
- Your own confirmation message
Sent to the Right People
Decide who can fill in each form.
- A public link for anyone
- Registered clients only, or specific clients
- Clients fill in their forms in the client portal
- One response per person when you need it
Every Response in the Right Place
Responses are stored, searchable, and sent to whoever needs to see them.
- Email notifications that include the answers
- Conditions so a notification only goes out when it matters
- Responses linked to the client’s record when they are signed in
- Search by name, email, or ID, with protection against spam bursts