Skip to main content
A public enquiry form for people who are not ready to book yet. “Share the link or embed it — new submissions land in your CRM as leads.” You get a hosted page you can link from anywhere, and a snippet that drops the same form onto your own website.

​
What this tab controls

​
Set it up

1

Set your page address

Under Your link, edit the slug. A green tick means it is available; a warning blocks saving until you change it.
2

Write the form

In Content, set the Headline, Description and Button label. Fill in the Confirmation screen so people know you received it — or set Redirect after submit to send them to your own thank-you page instead.
3

Choose your fields

In Form fields, hide anything you do not need with Show, and mark what you must have with Req. On the Team plan you can also drag rows to reorder and select Create a custom field for anything else you ask.
4

Decide who picks it up

Under Consent & routing, set Assign new leads to. Leaving it as Unassigned (team queue) means the whole team sees it, which is safer than naming one person who might be away.
5

Turn it on and save

Flip the switch by the save button from Off to Live, then select Save changes.
6

Put it on your website

In Add to your website, select the copy icon on the snippet. “Copy this snippet into your site’s HTML, just before </body>.” Send it to whoever maintains your site if that is not you.

​
What changes once you save

A submission becomes a contact on your CRM board, not an email in someone’s inbox — with the answers attached, the assignment you chose, and a place in your pipeline. Nothing is lost to a spam folder, and anyone on the team can pick it up. The embed runs in its own isolated frame that resizes itself to fit your page. It carries no client information out of your website and needs no styling work from you; the accent colour and theme you set here follow it across. Two things to know about timing. The Live / Off switch takes effect on save — off means the hosted page and every embed stop accepting submissions. And an embed already on your site serves your saved settings, so after any edit the tab warns “Save your changes so the embedded form reflects them.” Turning on Require marketing consent applies to new submissions only; it does not retrospectively change consent on contacts you already hold.

​
Check it worked

Select Open to load the hosted page as a visitor, and submit a test enquiry. It should appear within seconds on your contacts board, assigned the way you set it. If you embedded the form, do the same on your own website.

​
Common issues

Configuring the contact form is owner and manager only — “Only clinic owners and managers can configure the contact form.”
Branding, fields and the form builder start on the Starter plan. On the Free plan you can still copy and share the hosted link — that card stays usable above the upgrade panel.
Embedding needs Essential: “The Essential plan lets you drop your contact form right onto your own website. Upgrade to get the embed snippet.”
Inline mode and the raw frame are Team features: “Upgrade to Team for inline mode, button position, theme, accent, and the raw iframe for full styling control.”
Either you have no unsaved edits, or the page address has failed its check. Look under the address field for the reason — taken, reserved, or the wrong shape.
Check the switch reads Live, not Off, and check Assign new leads to. A form assigned to someone who has left still creates the contact — it just sits under their name on the board.