Form Templates allow your team to quickly launch ready-made forms for common business operations such as client registration, bookings, feedback, applications, and more. These pre-built templates help accelerate setup, ensure consistency, and reduce errors by following proven structures and workflows
On This Page
Using Form Templates
Follow the steps below to create a form using an existing template:
- Navigate to the Forms module from the application sidebar and click Create Form.
- On the Create Form screen, open the Use Existing Templates tab to access the template gallery.
- Browse or search templates by form type such as Appointment, Consent, or Registration.
- Review template categories from the left panel or use the search bar to find a specific template.
- Click Preview to review the structure and fields before selecting a template.
- Select the required template and click Use This Template.
- The form is automatically added to your application.
- You can modify fields, layout, and logic to suit your business needs.
Example: An HR manager uses an Employment Application template and customizes it with role-specific questions.
- Save and deploy the form to start collecting responses.
Notes & Best Practices
- Always customize templates to match your exact business workflow before deployment.
- Preview forms carefully to avoid creating duplicate or overlapping templates.
- Use the search and category filters to quickly locate the most relevant template.