Forms & Surveys

Forms & Surveys Overview

Create contact forms, intake questionnaires, booking forms, feedback surveys, and retreat applications — all connected to your CRM.

Forms & Surveys Overview

Every time someone fills out a form on your website, something powerful happens: they go from "anonymous visitor" to a real person in your system. You have their name, their email, and whatever else they shared. That's a relationship waiting to happen.

Forms & Surveys let you create any kind of form you need — from a simple "Get in touch" contact form to a detailed retreat application — and everything flows straight into your CRM. No more manually copying info from emails into spreadsheets. No more losing track of who reached out.

What you can build

The Forms & Surveys tool is flexible enough to handle just about anything you need. Here are the most common types of forms our wellness clients use:

Contact forms

The basics: name, email, message. Put one on your website so people can reach out without hunting for your email address. Every submission creates a contact in your CRM automatically.

Intake questionnaires

For coaches and practitioners who need detailed information before a session. Ask about health history, goals, preferences, dietary requirements — whatever you need to prepare. The client fills it out on their own time, and you have everything organized in one place.

Booking forms

Collect the information you need when someone books a retreat, a workshop, or a coaching session. Name, dates, room preferences, travel details — it's all captured neatly and linked to their contact profile.

Feedback surveys

After a retreat or coaching program, send a survey to gather feedback. What did they love? What could be improved? This feedback is gold for improving your offerings and creating testimonials (with permission).

Retreat applications

For retreats with limited spots, an application form lets you screen participants. Ask about their experience level, what they hope to gain, and any special requirements. Review applications in your dashboard and accept or decline.

NPS surveys

Net Promoter Score surveys are a quick way to measure client satisfaction. One question: "On a scale of 0-10, how likely are you to recommend us?" Simple, powerful, and easy to track over time.

Start with a contact form on your website and an intake questionnaire for your clients. These two forms alone will save you hours of back-and-forth email.

How forms connect to your CRM

This is the part that makes forms truly powerful. Every time someone submits a form, two things happen:

A new contact is created (or updated, if they're already in your system). Their form responses are attached to their contact profile, so you can see exactly what they submitted.
The data is stored and searchable. You can filter contacts by form responses, export submissions, and view everything in one place.

This means no more:

"Wait, who was that person who emailed about the retreat?"
Searching through your inbox for someone's dietary requirements
Copy-pasting info from a Google Form into a spreadsheet

Everything is connected. When you look at a contact's profile, you see their form submissions, their email history, their booking history — the complete picture.

Forms vs. Surveys: what's the difference?

You'll see two options in your dashboard: Forms and Surveys. Here's the difference:

	Forms	Surveys
Purpose	Collect information from someone	Gather opinions and feedback
Structure	Single page, fill-in-the-blanks	Multi-step, often one question per page
Examples	Contact form, intake questionnaire, booking form	Feedback survey, NPS, satisfaction survey
Design	Compact, can be embedded on a webpage	Full-page experience, more visual

In practice, the tools are very similar. The main difference is the layout: forms show all fields on one page, while surveys can show one question at a time (which often leads to higher completion rates for longer questionnaires).

Not sure which to use? If you're collecting information (name, email, details), use a form. If you're asking for opinions or feedback, use a survey. When in doubt, a form works for most things.

Where you can use your forms

Once you've built a form, there are several ways to get it in front of people:

Embed it on your website. We'll add the form directly to any page on your website — your contact page, your retreat page, your booking page. It looks seamless, like it's part of the site. Just tell us which form and which page on Slack.

Share it as a standalone link. Every form has its own URL. You can share this link via email, WhatsApp, social media, or anywhere else. When someone clicks it, they see the form on a clean, branded page.

Use it as a popup. Trigger the form when someone clicks a button, or have it appear automatically after they've been on your page for a certain amount of time.

For more details on each option, check out the Embedding Forms guide.

Forms + Automations: the real power

Here's where things get exciting. Your forms don't just collect information — they can trigger automations.

For example:

Someone submits a contact form → they automatically receive a "Thank you" email with next steps
Someone applies for a retreat → they get a confirmation email, and you get a Slack notification
Someone fills out a feedback survey → their response is tagged in the CRM, and if they gave a high rating, they automatically receive a referral request

These automations save you time and make your business look incredibly professional. Instead of manually following up with every inquiry, the system handles it for you.

Want to learn more? Check out the Automations Overview.

Even a simple "Thank you for reaching out" auto-reply makes a big impression. It tells people their message was received and sets expectations for when they'll hear back.

Getting started

Here's the recommended path for setting up your first forms:

Decide what you need

Start with the most important form for your business. For most people, that's a contact form or an intake questionnaire. You can always add more later.

Create the form

Follow our step-by-step guide to build your form: Creating a Form

Put it in front of people

Embed it on your website, share the link, or both: Embedding Forms

Set up notifications

Make sure you get notified when someone submits a form, so you never miss a lead: Viewing Submissions