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A public enquiry form for people who are not ready to book — a referral question, a corporate scheme, a second opinion. This tab builds it, brands it, and gives you a link to share or a snippet to drop on the hospital’s website.

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What this tab controls

A Live preview panel renders your unsaved edits as a visitor will see them.

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Set it up

1

Claim your address

Set the Page address under Your link. The indicator underneath reports at once if the shape is wrong or the address is taken.
2

Write the invitation

Fill Headline and Description. Say what the form is for and roughly when someone will reply — that one sentence prevents most chasing emails.
3

Trim the fields

Under Form fields, hide anything you do not need and rename the built-ins to your own wording. Drag them into the order a person would naturally fill them.
4

Add what the hospital actually needs

Add a custom field for anything specific — a referring practice, a department, an employer scheme. Keep the list short; every extra field costs you submissions.
5

Add consent and routing

Write the Consent text your own policy requires, and set Assign new leads to so enquiries land with a named person rather than an unwatched queue.
6

Save, then go Live

Select Save changes, then switch Off to Live and save again.
7

Put it on your website

Under Add to your website, choose Floating button or Inline on the page, then copy the snippet into your site’s HTML, just before </body>.

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What changes once you save

  • The hosted form goes online at your address and starts accepting submissions.
  • A submission becomes a contact on your CRM board, in the first stage, assigned to whoever you nominated. It does not arrive as an email — nobody gets a message to reply to, so if the board is not being worked, enquiries sit there unanswered. That is the single biggest reason a contact form appears to “not work”.
  • A submission never creates a patient record. Somebody converts the contact deliberately once it is a real enquiry.
  • The live form shows only what you saved. An unsaved edit appears in the preview, and in nothing your visitors see: “Save your changes so the embedded form reflects them.”
  • Switching to Off takes the form down at once, including any embed on your website. Contacts already captured stay on the board.
Changing the Page address breaks links and QR codes already shared. An embed snippet also carries the address, so it needs re-copying onto your website after an address change.

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Check it worked

Open the form in a private browser window and submit a test enquiry. You should see your success title and message. Then open the CRM board — the contact should be in the first stage, assigned to the person you named, with the answers to your custom fields on it.

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Common issues

The builder starts on Starter: “Branding, fields, and your inquiry form are part of the Starter plan and above.” See Change your plan.
Nobody will. Submissions arrive as contacts on the CRM board, not as email. Assign them to a named person and work the board.
“The Essential plan lets you drop your contact form right onto your own website. Upgrade to get the embed snippet.” The hosted link works on every paid plan.
Custom fields and drag-reordering are a Team feature. On Starter and Essential you can rename and hide the six built-in fields.
Either nothing has changed, or the address check is failing — read the indicator under Page address.
Either you edited without saving, or you changed the address after copying the snippet. Save, then re-copy the snippet into your site.