Webforms and PDFs
Try these previews and experience self-service workflows that eliminate rekeying. Users click links, fill out Webforms, and receive emails with PDF or MS Word documents attached. The user responses are then available for your teams to work with from the Workspace. When needed, you can configure integrations to send data and documents to other systems. You can use these forms, edit these forms and documents or Configure New Applications specific to your needs.
  • Select Preview document to view the PDF template.
  • Select Test form for an interactive end user experience.
  • Select Get form to use the online ready Applications.
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Appointment Forms

Details and Instructions
  • Select the image to expand and preview the form's appearance.
  • Select Preview document to open tab and display the PDF template that generates for that form.
  • Select Test form for the live and interactive end user experience.
    • - Enter email address, first name, last name and then select "Get code".
    • - Open email, copy and enter passcode, and select "Submit".
    • - Fill the webform and receive a self-serve document.
  • Select Get form imports the Application for use from your Workspace.
    • - Selecting this button opens a new browser tab to the Application's site.
    • - If you have not previously registered, select "Sign up" in the middle of the dialog. Otherwise, just login and skip the next bullets.
    • - Either enter a username and password or select login with Google, Linked or Microsoft 365.
    • - An access code will be sent to your email address. Open email, copy and enter passcode, accept terms and select "Validate".
    • - Select "Import" from the dialog and the Category and Application will display in the left panel of the Workspace: when finished importing.
    • To use the links, see Publish Links, Campaign Links, Record Links and Use Links Directly from Workspace

Physical Therapy Appointment

This physical therapy appointment form collects patient and therapy details for scheduling sessions, involving medical history and contact information.

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Plumbing Service Appointment

Enhance customer satisfaction of Plumbing Service calls. Collect customer details, service needs, and preferred date and time to simplify scheduling.

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Real Estate Agent Consultation

Gather potential real estate clients for your agency with this form. Includes contact name, address, phone, email and specifics of their buy or sell timelines.

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Solar Power Consultation

The Solar Power Consultation form collects home ownership status, existing solar system info, roof age, monthly electric bill, consultation date and time, and contact details.

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Specialist Appointment

Make a specialist appointment for multiple medical departments including Allergic diseases, Cardiology, Dermatology, Pediatrics and Radiology. Allows you to provide patient information and select date and time.

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Tarot Card Reading

Get a Tarot card appointment for your personal reading on love, money, family, career and more. Submit with your address and contact details.

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Tutor Appointment

Arrange for your student's tutoring to assist with educational support in all grades and courses including math, science, literature and history.

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Veterinarian Appointment

The veterinarian appointment form collects customer details, pet info, reason for visit, and preferences for scheduling appointments efficiently and effectively.

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Virtual Care Appointment

Collect patient details, preferences, appointment specifics, and additional information for physician review and scheduling online or phone appointments.

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