Get your business settings just right!
From business details and locations to forms and waivers - discover how to customise every key setting in Kenko CRM with ease.
## Browse Collection 1. [How to update business and location settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings.md) (Video) 2. [How to update payment and invoice settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings.md) (Video) 3. [How to update global class settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings.md) (Video) 4. [How to update global appointment settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings.md) (Video) 5. [How to update global course settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Iu7WnYeBiXA-how-to-update-global-course-settings.md) (Video) 6. [How to set up cancellation & no-show policy](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/IO4DDRFzeAw-how-to-set-up-cancellation-no-show-policy.md) (Video) 7. [How to set up taxes](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes.md) (Video) 8. [How to set up waiver and agreements](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements.md) (Video) 9. [How to auto-add contacts across all locations](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/OQRTndoeE90-how-to-auto-add-contacts-across-all-locations.md) (Video) 10. [How to enable customer gender and pronouns options](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/J9adU2wuWgc-how-to-enable-customer-gender-and-pronouns-options.md) (Video) 11. [How to customise customer sign up form](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/w7ibsiRBnKQ-how-to-customise-customer-sign-up-form.md) (Video) 12. [How to create customer tags](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags.md) (Video) 13. [How to create lead stages and lead sources](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/XxuJ22OBFTI-how-to-create-lead-stages-and-lead-sources.md) (Video) 14. [How to manage staff roles and privileges](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges.md) (Video) 15. [Creating Shareable and Embedded Forms on Bookee](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee.md) (Video) 16. [Creating an Automated Activity-Based Form on Kenko](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/dGNFdswFYmc-creating-an-automated-activity-based-form-on-kenko.md) (Video) 17. [Customizing App and Website Settings: Design, Credits, Labels, and Embedding](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/0ERJFPL6MJI-customizing-app-and-website-settings-design-credits-labels-and-embedding.md) (Video) --- # VIDEO: Creating Shareable and Embedded Forms on Bookee ## METADATA - id: ecUxpHAau06avEnJCOjFGw - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee - collection_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=0 text: In this video, let's see how to create a shareable or embedded form for our business using Bookie. - time: 00:06 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=6 text: So let's start with how to create forms for our business. - time: 00:12 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=12 text: First of all, we need to go to settings, forms, create form. - time: 00:18 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=18 text: Here we have two options, either we can create a shareable or an embedded form. - time: 00:25 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=25 text: Which, for example, we can send to our customers during marketing campaigns. We can send us a link or via notifications, - time: 00:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=32 text: or we can embed these forms in our website. - time: 00:38 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=38 text: These forms do not require any sign up, so it's a great form to set up when we want to get leads into the system, for - time: 00:44 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=44 text: example. - time: 00:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=47 text: The other option is to set up activity based forms. Which is forms that are triggered based on a certain criteria. - time: 00:56 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=56 text: So, for example, if someone signs up or if someone creates an account with our business for the first time or someone purchases a - time: 01:03 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=63 text: membership, this form can be triggered. - time: 01:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=68 text: Activity based forms require users to have an account with us. So it's a great thing to set up when we have customers who've - time: 01:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=74 text: already signed up with our business. - time: 01:16 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=76 text: Now we'll see how to create a shareable or embedded form. - time: 01:22 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=82 text: So once we click on create form, we have the option to add new fields, which are fields in different formats or existing - time: 01:28 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=88 text: properties. - time: 01:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=92 text: Now the great thing about existing properties is that any of these that we add into our form, if any lead or customer adds - time: 01:38 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=98 text: their information and submits the form. - time: 01:43 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=103 text: They automatically get created as a lead on Bookie if their information doesn't exist. - time: 01:51 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=111 text: And the information they fill in, email, first name, last name, phone number, and date of birth, get saved against - time: 01:57 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=117 text: those existing properties on the Bookie profile. - time: 02:02 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=122 text: So we highly recommend to put in these properties, especially while using the form to get leads into the system so that they are captured - time: 02:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=128 text: as leads. - time: 02:11 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=131 text: And then we can use these details to target them, nurture them, and convert them into customers. - time: 02:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=137 text: So let's see how to go about doing this. - time: 02:20 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=140 text: It's a simple drag and drop function. - time: 02:24 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=144 text: So let's say, for example, a person wants to set up a form to sign up for our newsletter. - time: 02:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=152 text: So let's say we want to set up a form on our website that is embedded in our website where anyone coming onto our site would - time: 02:38 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=158 text: be able to sign up for our newsletter. - time: 02:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=161 text: Now this is a great way to get their information. - time: 02:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=167 text: And once they're created as a lead on Bookie, we could nurture them using journeys. - time: 02:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=174 text: We can send email campaigns to them and can send our newsletters to engage this audience and then potentially convert them into - time: 03:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=180 text: our buying customers. - time: 03:05 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=185 text: So let's say the first information that we would want is their first name. So we just drag and drop that onto the form - time: 03:11 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=191 text: and can edit the label as we want. - time: 03:16 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=196 text: And we can put a placeholder as well and can make it a required field too. - time: 03:20 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=200 text: Now, let's say we would also like their last name. - time: 03:26 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=206 text: Their email address. - time: 03:28 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=208 text: Their phone number. - time: 03:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=212 text: So once we've added these existing properties, we also have the option to add certain other properties. - time: 03:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=221 text: So let's say, for example, that we would like to add a header text in our form, - time: 03:46 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=226 text: or we would like to add a paragraph to describe what the form is for. - time: 03:53 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=233 text: So now that we've set up our form. - time: 03:56 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=236 text: So once we're satisfied with our form, all we have to do is save it. - time: 04:02 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=242 text: Once we save the form, we can get the embed code by clicking on this right here. - time: 04:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=249 text: And we can copy the link. - time: 04:12 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=252 text: We can then go on to our website to embed this link into our website on whichever page we would like. - time: 04:20 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=260 text: Usually, this would be something that pops up in the home page, for example, - time: 04:25 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=265 text: and that's about it. - time: 04:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=267 text: We could have this on our website. - time: 04:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=272 text: Another option is we can also have a public link generated. - time: 04:38 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=278 text: And this is what it would look like. So if we would like to send an email, for example, an email campaign, - time: 04:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=287 text: We could send this link within the email campaign to capture whatever details that we would like in our form. - time: 04:53 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=293 text: So once we've created our form, there is also the option to download responses from this section right here. Will generate - time: 04:59 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=299 text: an Excel report of all the responses we've received for the sign up to a newsletter form. - time: 05:06 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=306 text: Additionally, if we've used existing properties, we will also see that the leads have been created in the contact section. - time: 05:15 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=315 text: Everyone who filled the form would be created as a lead of the contacts. - time: 05:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=319 text: And when we click on the lead, we would also be able to come here and see their form responses as well. - time: 05:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=327 text: And that's pretty much it. - time: 05:30 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee?start_time=330 text: And that's how simple it is to set up a embedded form on Bookie. ## SUMMARY # 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!