> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact form

> Build the hospital's public enquiry form, choose its fields, and share or embed it so submissions land on the CRM board.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Starter and above" roles="Owner or manager" note="Embedding: Essential and above · custom fields and raw iframe: Team" />

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.

<Path steps={['Sidebar', 'Settings', 'Patient Experience', 'Contact Form']} />

<TaskHeader before="A decision about who on the team picks up new enquiries" time="10 minutes" after="A live enquiry form feeding straight into your CRM board" />

## What this tab controls

| Control                                                 | What it does                                                                                                   | Default             |
| ------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------- | ------------------- |
| **Live / Off** switch                                   | Publishes the form or takes it down                                                                            | Off                 |
| **Page address**                                        | The slug for the hosted form, checked live for shape, reserved words and use by any other workspace            | Your hospital name  |
| **Copy link**                                           | Copies the hosted address                                                                                      | —                   |
| **Headline** · **Description**                          | The words above the fields                                                                                     | "Get in touch"      |
| **Button label** · **Redirect after submit (optional)** | The submit button, and where to send the visitor afterwards                                                    | "Send inquiry"      |
| **Success title** · **Success message**                 | What replaces the form once it is sent                                                                         | "Message sent"      |
| **Accent color** · **Theme**                            | Branding. Theme is **Light**, **Dark** or **Match visitor's device**                                           | Brand accent, Light |
| **Form fields**                                         | "Drag to reorder. The first six are built-in fields you can rename or hide; add your own custom fields below." | Six built-ins       |
| **Add an existing custom field** · new field builder    | Reuse a field you already defined, or create one with a label and options                                      | —                   |
| **Consent text**                                        | e.g. "I agree to be contacted about my inquiry."                                                               | Blank               |
| **Assign new leads to**                                 | The team member new enquiries are routed to                                                                    | Unassigned          |
| **Add to your website**                                 | Embed snippet — "Copy this snippet into your site's HTML, just before `</body>`."                              | Essential and above |
| **Save changes**                                        | Enabled once something has changed and the address check passes                                                | —                   |

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

## Set it up

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save, then go Live">
    Select **Save changes**, then switch **Off** to **Live** and save again.
  </Step>

  <Step title="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>`.
  </Step>
</Steps>

## 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.

## 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.

## Common issues

<AccordionGroup>
  <Accordion title="Customize your contact form covers the editor">
    The builder starts on Starter: "Branding, fields, and your inquiry form are part of the Starter plan and above." See [Change your plan](/platform/plans/change-plan).
  </Accordion>

  <Accordion title="Nobody got an email about a submission">
    Nobody will. Submissions arrive as contacts on the CRM board, not as email. Assign them to a named person and work the board.
  </Accordion>

  <Accordion title="Embed your form on Essential">
    "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.
  </Accordion>

  <Accordion title="I cannot add a custom field or reorder the list">
    Custom fields and drag-reordering are a Team feature. On Starter and Essential you can rename and hide the six built-in fields.
  </Accordion>

  <Accordion title="Save changes will not respond">
    Either nothing has changed, or the address check is failing — read the indicator under **Page address**.
  </Accordion>

  <Accordion title="The form on our website is out of date">
    Either you edited without saving, or you changed the address after copying the snippet. Save, then re-copy the snippet into your site.
  </Accordion>
</AccordionGroup>

<StillStuck />