Lead Forms

Overview

Lead forms are how a business (team or personal business) can allow clients to create profiles for themselves, using either a link directly to the lead form page, or by embedding the lead form into their website.

Table of Contents

• Creating a Lead Form
• Editing a Lead Form
• Viewing a Lead Form
• Customizing a Lead Form
• Using the Lead Form

Where to Find It

The list of lead forms can be found by navigating to the Clients tab → Clients → Lead Forms (Button).

Page Overview

This page hosts lead forms that may be customized to collect different types of clients, leads, or services.

Tile Contents

Each tile is a separate lead form, which shows a preview as well as an actions menu. Clicking the tile will allow you to view a larger preview and copy the links.

Actions Menu

The actions menu allows you to:

• Edit the lead form title, description, and other details
• Add labels for insurance and payer filtering
• Duplicate the lead form
• Delete the lead form