How to Create a Shareable or Embedded Form Using Bookee

In this video, we will learn how to create a shareable or embedded form for our business using Bookee. Follow these steps to create forms for your business:

Step 1: Navigate to Form Creation

• Go to Settings

• Select Forms

• Click on Create Form

Step 2: Choose Form Type

You have two options:

• Shareable Form: Send to customers during marketing campaigns via link or notifications.

• Embedded Form: Embed in your website. No sign-up required, great for capturing leads.

Step 3: Set Up Activity-Based Forms

Activity-based forms are triggered based on certain criteria, such as:

• Someone signs up or creates an account

• Someone purchases a membership

These forms require users to have an account with your business.

Step 4: Add Fields to Your Form

Click on Create Form and add new fields. You can add:

• Fields in different formats

• Existing properties (e.g., email, first name, last name, phone number, date of birth)

Existing properties ensure that any new information submitted is automatically saved against the Bookee profile.

Step 5: Customize Your Form

Use the drag and drop function to set up your form. For example, to create a newsletter sign-up form:

• Drag and drop First Name field

• Edit the label and add a placeholder

• Make it a required field

• Add Last Name, Email Address, and Phone Number fields

• Add header text or a paragraph to describe the form

Step 6: Save and Embed Your Form

Once satisfied with your form:

• Click Save

• Get the embed code by clicking on the provided option

• Copy the link and embed it into your website

You can also generate a public link to include in email campaigns.

Step 7: Download Responses

Download responses by generating an Excel report from the responses section. Leads created from the form will appear in the contact section, where you can view their form responses.

And that's how simple it is to set up an embedded form on Bookee!