Form Templates

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
• Notes & Best Practices

Using Form Templates

Follow the steps below to create a form using an existing template:

1. Navigate to the Forms module from the application sidebar and click Create Form.
2. 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.
3. Review template categories from the left panel or use the search bar to find a specific template.
4. Click Preview to review the structure and fields before selecting a template.
5. 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.
6. 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.