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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Booking 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

Acupuncture Booking Form

Book an acupuncture appointment for a patient with a reservation time.

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Boat Charter

Arrange a full or half day charter of deep sea or bay fishing for multiple guests.

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Boating Excursion

Reserve fishing, snorkeling or sight-seeing on a boat excursion with dining options to entertain your guests.

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Car Rental

Streamline travel arrangements with the Car Rental Booking form. Obtain rental dates, car preferences, passenger count, and driver details effortlessly.

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Cleaning Service Booking Form

Book cleaning services by gathering service details, property and customer information.

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Conference Room

Book conference room request gathering employee and reservation details.

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Cruise Booking Form

Gather cruise preferences to book a dream cruise including cruise line, destination, trip duration, date range, guests, cabin type, budget, and special celebrations.

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Golf Tee Time

Simple reservation form to book Golf Tee time for up to four golfers. Allows selection of holes and golf cart usage.

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Hotel Booking Form

Utilize the Hotel Booking Form for guest arrival and departure information along with their room preferences and amenities.

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HVAC Service

Gather customer information with specifics about their HVAC systems, the manufacturer and service habits. Easily submit the service type and date for service.

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IT Request Form

IT service request to gather requestor information and work order requirements.

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Landscape Design

Use the Landscape Design Booking Form to gather client and property details, preferences, and project specifics, aiding a landscape business in planning and executing tailored projects or regular maintenance tasks such as pruning, mowing, clean-up and irrigation services.

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