Use a form when you need structured customer information before a service, booking, or follow-up.
- Start from a suitable template or a blank form.
- Add only the fields needed for the stated purpose.
- Mark truly essential answers as required and explain how the information will be used.
- Add consent language for any marketing opt-in; do not combine it with required operational consent.
- Configure the completion action and any internal or customer notification.
- Preview the form on mobile and desktop, submit a test, then share or embed it.
Review submissions from the form record and follow up from the associated customer profile when available. If a form receives suspicious automated submissions, use the available bot-protection option and avoid publishing sensitive internal fields.